Maurizio Debellis, financial advisor New York City NY

Maurizio Debellis

CRD Number: 2816899
Current Firm: Charles Schwab & Company, Inc.

Maurizio Debellis (CRD# 2816899) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb New York City, NY Dec 2020 - Current 3
Charles Schwab & Company, Inc. Great Neck, NY Dec 2020 - Current 3
Td Ameritrade Investment Management, LLC Great Neck, NY Apr 2019 - Dec 2020 1
Td Ameritrade Great Neck, NY Apr 2019 - Dec 2020 1
Mbsc Securities Corporation Uniondale, NY Sep 2018 - Apr 2019 < 1
Unemployed Mineola, NY May 2018 - Aug 2018 < 1
Td Ameritrade, Inc. Omaha, NE Feb 2018 - Apr 2018 < 1
Scottrade, Inc. Garden City, NY Oct 2005 - Apr 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Maurizio Debellis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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