Cindy Culcasi, financial advisor San Francisco CA
81 score

Cindy Culcasi

CRD Number: 1292400
Current Firm: Charles Schwab & Company, Inc.

Cindy Culcasi (CRD# 1292400) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company,inc San Francisco, CA May 2013 - Current 3
Rental Home Antioch, CA Oct 1992 - Current 24
Bancwest Investment Services San Francisco, CA Sep 2011 - May 2013 1
Bank Of The West San Francisco, CA Jun 2011 - May 2013 1
Unemployed Brentwood, CA Jan 2011 - Jun 2011 < 1
Wells Fargo Investments, LLC San Francisco, CA Aug 2006 - Jan 2011 4
Wells Fargo Bank Na San Francisco, CA Sep 2005 - Jan 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Sep 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cindy J. Culcasi
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
81

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