Nicolas Calvi, financial advisor Las Vegas NV
78 score

Nicolas Calvi

CRD Number: 5928615
Current Firm: Charles Schwab & Company, Inc.

Nicolas Calvi (CRD# 5928615) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Las Vegas, NV and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Las Vegas, NV Oct 2013 - Current 3
Charles Schwab & Company,inc Las Vegas, NV May 2011 - Current 5
Lowes Littleton, CO Apr 2011 - Jun 2011 < 1
Unemployed Littleton, CO Feb 2011 - Apr 2011 < 1
The Steamboat Pilot & Today Steamboat Springs, CO Sep 2010 - Feb 2011 < 1
The Houston Texans Houston, TX Jul 2010 - Sep 2010 < 1
College Pro Painters Boulder/longmont, CO Jan 2009 - Jul 2010 1
University Of Colorado Boulder, CO Aug 2008 - Jan 2009 < 1
The Ups Store Steamboat Springs, CO Jan 2008 - Aug 2008 < 1
Colorado Mountain College Steamboat Springs, CO Aug 2007 - Jan 2008 < 1
Prestige Property Detailing Steamboat Springs, CO May 2007 - Aug 2007 < 1
Colorado Mountain College Steamboat Springs, CO Aug 2006 - May 2007 < 1
Bluestone Bar & Grill New Lenox, IL Mar 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Oct 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Nicolas P. Calvi
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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