Diego Cardoso-pereira
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab Bank, SsbMay 2026 to now
- Fidelity InvestmentsMay 2021 to May 2026
- Stonex Financial Inc.May 2020 to May 2021
- Stonex Group Inc.May 2020 to May 2021
- Voya Investment ManagementMay 2019 to Apr 2020
- Cowen Inc.Apr 2018 to May 2019
- Bank of New YorkJan 2017 to Mar 2018
- Ed Morse CadillacJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
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
- 6942160
- Firm CRD
- 5393