Joseph Christopher Digregorio
Investment adviser representative at Charles Schwab & Co., Inc.
18 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
18 years in the industry.
- LowesSep 2022 to now
- Charles Schwab and Co., Inc.Feb 2020 to now
- TD Ameritrade Inc.May 2023 to Dec 2023
- Self EmployedMar 2019 to Feb 2020
- Royal Alliance Associates, Inc.Nov 2018 to Mar 2019
- Rockgate Financial PartnersMay 2018 to Mar 2019
- SiiMay 2018 to Nov 2018
- TD WaterhouseSep 2005 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1990
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1987301
- Firm CRD
- 5393