Nicholas Tyler Pocceschi
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 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
11 years in the industry.
- Charles Schwab & Co., Inc.Feb 2019 to now
- Charles Schwab BankFeb 2019 to now
- Bank of America, N.A.Sep 2017 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2017 to Feb 2019
- Morgan Stanley Private Bank, National AssociationJan 2016 to Jul 2017
- Morgan Stanley Smith Barney LLCNov 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 6065152
- Firm CRD
- 5393