Natalie Pisaro
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jul 2021 to now
- Charles Schwab Bank, SsbJul 2021 to now
- Facet WealthMar 2020 to Jun 2021
- Charles Schwab & Co., Inc.Mar 2017 to Mar 2020
- Schwab Private Client Investment Advisor Inc.Mar 2017 to Jan 2018
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2017
- Morgan StanleyFeb 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6272803
- Firm CRD
- 5393