Tracey Stanga, financial advisor Los Gatos CA
89 score

Tracey Stanga

CRD Number: 6217964
Current Firm: Charles Schwab & Company, Inc.

Tracey Stanga (CRD# 6217964) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Los Gatos, CA Jun 2013 - Current 3
Charles Schwab Bank Los Gatos, CA Jun 2013 - Current 3
Unemployed Penn Valley, CA Jan 2013 - Jun 2013 < 1
Wells Fargo Bank Rocklin, CA Sep 2009 - Jan 2013 3
Nordstrom Scottsdale, CA Mar 2009 - Jul 2009 < 1
Unemployed Scottsdale, AZ Jan 2009 - Mar 2009 < 1
Sonoran Medical Center Phoenix, CA Oct 2008 - Dec 2008 < 1
Unemployed Penn Valley, CA May 2008 - Oct 2008 < 1
Csu Chico Chico, CA Aug 2004 - May 2008 3
Aaa Properties Chico, CA May 2006 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Tracey M. Stanga
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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