Peter Joseph Virgilio
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Altruist Financial LLCMar 2025 to Oct 2025
- Wells Fargo Clearing ServicesJul 2023 to Mar 2025
- US Tech SolutionsJul 2023 to Jan 2024
- Fidelity InvestmentsMay 2022 to Jul 2023
- Openroad LendingJul 2021 to Apr 2022
- AmazonJan 2020 to Jun 2020
- University of Wisconsin-milwaukeeMay 2019 to May 2021
- Tcf BankMar 2018 to Aug 2019
- William Rainey Harper CollegeMay 2017 to May 2019
- St. Edward Central Catholic High SchoolMay 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7241754
- Firm CRD
- 5393