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Christopher A Donofrio

Investment adviser representative at Charles Schwab & Co., Inc.
17 yearsExperience
3 statesRegistered 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

17 years in the industry.

  1. Charles Schwab & Co., Inc.Aug 2021 to now
  2. Charles Schwab Bank, SsbAug 2021 to now
  3. E*trade Capital Management LLCDec 2018 to Aug 2021
  4. E*trade Securities LLCDec 2018 to Aug 2021
  5. UnemployedApr 2017 to Dec 2018
  6. TD Ameritrade IncDec 2009 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 3 states (AZ, CA, 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
2519133
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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