Thomas Cardoso, financial advisor San Antonio FL

Thomas Cardoso

CRD Number: 6207345
Current Firm: Charles Schwab & Company, Inc.

Thomas Cardoso (CRD# 6207345) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. San Antonio, FL May 2020 - Current 3
Charles Schwab Bank, Ssb San Antonio, FL May 2020 - Current 3
Clik Me Quik Riverview, FL May 2019 - Current 4
Howie Mac Photo Riverview, FL Jun 2018 - Current 5
Usaa Investment Management Company Tampa, FL Jan 2018 - May 2020 2
Usaa Financial Planning Services Tampa, FL Jun 2013 - May 2020 6
Usaa Financial Advisors, Inc. Tampa, FL Jun 2013 - May 2020 6
Little Nest Portraits Glen Mills, PA Nov 2016 - Jun 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Thomas W. Cardoso
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
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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