Dawn BevilacquaCRD Number: 1198790
Current Firm: Charles Schwab & Company, Inc.
Dawn Bevilacqua (CRD# 1198790) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 28 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Jun 1989 - Current||27|
|Charles Schwab Bank||Richfield, OH||Nov 2008 - May 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2004|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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