Emanuel Pinto Santos
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jun 2023 to now
- Charles Schwab Bank, SsbJun 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to May 2023
- UnemployedMay 2022 to Sep 2022
- Bank of America N.A.Nov 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to May 2022
- UnemployedApr 2021 to Nov 2021
- J.P. Morgan Securities LLCNov 2019 to Apr 2021
- JPMorgan Chase Bank, N.A.Nov 2019 to Apr 2021
- Montclair State UniversitySep 2017 to Aug 2019
- Wishlist By Ashley Marion LLCDec 2016 to Nov 2019
- Vineyard Vines Retail, LLCOct 2016 to Mar 2019
- Montclair State UniversitySep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7207017
- Firm CRD
- 5393