Luciano Trentoni, financial advisor Walnut Creek CA
93 score

Luciano Trentoni

CRD Number: 5577592
Current Firm: Charles Schwab & Company, Inc.

Luciano Trentoni (CRD# 5577592) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Oakland, CA Nov 2012 - Current 4
Charles Schwab Bank Oakland, CA Nov 2012 - Current 4
Bank Of America, N.a. San Francisco, CA Nov 2011 - Oct 2012 < 1
Merrill Lynch Pierce Fenner &amp; Smith Inc. San Francisco, CA Aug 2011 - Oct 2012 1
Wells Fargo Advisors, LLC San Francisco, CA Jan 2011 - Jul 2011 < 1
Wells Fargo Advisors, LLC San Francisco, CA Jan 2011 - Jul 2011 < 1
Wells Fargo Investments, LLC San Francisco, CA Jul 2008 - Jul 2011 3
Wells Fargo Bank San Francisco, CA Oct 2007 - Jul 2011 3
Wells Fargo Bank San Francisco, CA Oct 2007 - Jul 2011 3
Wells Fargo Investments,llc San Francisco, CA Jul 2008 - Dec 2010 2
Monalisa Restaurant San Francisco, CA Oct 2001 - Dec 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Luciano Trentoni
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
93
Clean Record
This advisor has a clean track record with regulators.

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