Lisa Deanne Longo
Investment adviser representative at Charles Schwab & Co., Inc.
25 yearsExperience
1 stateRegistered in
CFADesignation
$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
25 years in the industry.
- Charles Schwab & Co., Inc.Jul 2026 to now
- Charles Schwab BankJul 2026 to now
- Planmember Securities CorporationMar 2024 to Jun 2026
- Rockwood Capital AdvisorsMay 2001 to Mar 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4077229
- Firm CRD
- 5393