Gregory John Natiello
Investment adviser representative at Charles Schwab & Co., Inc.
24 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
24 years in the industry.
- Charles Schwab & Co., Inc.Dec 2024 to now
- Wells Fargo Advisors LLCJun 2013 to Nov 2016
- Wells Fargo Clearing Services, LLCMar 2003 to Sep 2024
- Wells Fargo Bank/wells Fargo AdvisorsNov 2002 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2013
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
- 4642447
- Firm CRD
- 5393