Mark Paolucci
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Sep 2023 to now
- Charles Schwab BankSep 2023 to now
- J.P. Morgan Securities LLCSep 2021 to Aug 2023
- JP Morgan Chase Bank, N.A.Sep 2021 to Aug 2023
- Schwab Private Client Investment Advisory, Inc.Aug 2018 to Dec 2020
- Charles Schwab & Co., Inc.Jun 2017 to Sep 2021
- Bishop Machebeuf High SchoolAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6824349
- Firm CRD
- 5393