Edward Groedel Berenato
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.Aug 2022 to now
- Charles Schwab Bank, SsbAug 2022 to now
- Atlantic Coast MortgageNov 2021 to Jul 2022
- Household Title & EscrowDec 2020 to Nov 2021
- Temple View CapitalMay 2019 to Aug 2019
- Full Time EducationAug 2016 to Dec 2020
- Virginia Polytechnic Insititute & State UniversityAug 2016 to Dec 2020
- UnemployedJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7606111
- Firm CRD
- 5393