John Sturiale (CRD# 2952197) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry. John Sturiale has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Trust Bank | San Francisco, CA | Nov 2020 - Current | 3 |
Charles Schwab Bank, Ssb | San Francisco, CA | Aug 2016 - Current | 8 |
Charles Schwab & Company, Inc. | San Francisco, CA | Jan 2012 - Current | 12 |
Charles Schwab Investment Advisory, Inc. | San Francisco, CA | Feb 2020 - Dec 2021 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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