Nicholas Merandi
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.May 2025 to now
- Charles Schwab Bank, SsbMay 2025 to now
- UnemployedMar 2025 to May 2025
- Charles SchwabJun 2023 to Mar 2025
- Charles Schwab & Co., Inc.Jun 2022 to Jun 2023
- UnemployedMay 2022 to Jun 2022
- Full Time EducationAug 2021 to May 2022
- Northwestern MutualMar 2021 to Aug 2021
- Full Time EducationAug 2020 to May 2021
- Green Cherry OrganicsJul 2020 to Aug 2020
- UnemployedMay 2020 to Jul 2020
- Full Time EducationAug 2019 to May 2020
- Meticulous Painting LLCJun 2019 to Aug 2019
- Lilliput Play HomesMay 2019 to Jun 2019
- Full Time EducationAug 2018 to May 2019
- N/aMay 2018 to May 2022
- UnemployedMay 2018 to Aug 2018
- Trax FarmsJan 2018 to May 2018
- UnemployedMay 2017 to Aug 2017
- Full Time EducationAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7357664
- Firm CRD
- 5393