Susan Stalteri, financial advisor Phoenix AZ
93 score

Susan Stalteri

CRD Number: 1919110
Current Firm: Charles Schwab & Company, Inc.

Susan Stalteri (CRD# 1919110) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Jul 2011 - Current 5
Tonisanna LLC Scottsdale, AZ Apr 2005 - Current 11
The Stalteri Group, LLC Scottsdale, AZ Apr 2009 - Jul 2011 2
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Apr 2009 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Sep 2006 - Jan 2009 2
Lincoln Financial Advisors Fort Wayne, IN Nov 2002 - Sep 2006 3
Lincoln National Life Insurance Co Fort Wayne, IN Nov 2002 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Susan Stalteri
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
93
Clean Record
This advisor has a clean track record with regulators.

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