Adrian J Acciardo
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.May 2024 to now
- TD AmeritradeJun 2020 to May 2024
- IpsosJun 2019 to Jun 2020
- Univision Communications IncJan 2019 to Jun 2019
- Pontifical Catholic University of Chile - SantiagoJul 2018 to Dec 2018
- Univision Communications Inc.Jun 2017 to Jun 2018
- Fertile Ltd.Apr 2016 to Jun 2019
- Depaul UniversitySep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7269126
- Firm CRD
- 5393