Peter Dellarocca, financial advisor San Francisco CA

Peter Dellarocca

CRD Number: 1897366
Current Firm: Charles Schwab & Company, Inc.

Peter Dellarocca (CRD# 1897366) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb San Francisco, CA Nov 2023 - Current < 1
Charles Schwab & Company, Inc. San Francisco, CA Feb 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Peter H. Dellarocca
Phone Number: 415-667-7000
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
  • 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, 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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