John P Scollo
Investment adviser representative at Charles Schwab & Co., Inc.
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
7 years in the industry.
- Charles Schwab & Co., Inc.Oct 2021 to now
- Charles Schwab Bank, SsbOct 2021 to now
- TD AmeritradeFeb 2021 to Mar 2022
- Facet WealthJan 2020 to Feb 2021
- TD AmeritradeJan 2019 to Jan 2020
- E*trade Capital Management LLCNov 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 3118972
- Firm CRD
- 5393