Thomas SavelliCRD Number: 5480744
Current Firm: Schwab Private Client Investment Advisory, Inc.
Thomas Savelli (CRD# 5480744) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 6 years of experience in the finance industry. Thomas Savelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Charles Schwab & Company, Inc.||Orlando, FL||Aug 2015 - Current||1|
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Aug 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Aug 2015||< 1|
|Morgan Stanley Smith Barney||Washington, DC||May 2011 - Aug 2015||4|
|Bny Convergex Execution Solutions LLC||New York, NY||Dec 2008 - May 2011||2|
|Darden Restaurants||Orlando, FL||Mar 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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, VT, WA, WI, WV