Allyse Rebekah Cipriotti
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.Dec 2022 to now
- Charles Schwab Bank, SsbDec 2022 to now
- Charles Schwab & Co., Inc.Jun 2022 to Oct 2022
- Pennymac Loan ServicesOct 2021 to Jun 2022
- Logix Federal Credit UnionSep 2020 to Oct 2021
- Nordstrom RackSep 2019 to Jan 2021
- Conejo Valley YmcaJun 2019 to Jul 2019
- Noah's BagelsAug 2018 to Sep 2019
- N/aJun 2012 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7539133
- Firm CRD
- 5393