Gianni Peter Uglialoro
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 2025 to now
- Charles Schwab Bank, SsbMay 2025 to now
- Wells Fargo BankNov 2023 to Apr 2025
- Cross County Savings BankJun 2023 to Oct 2023
- Milestone RealtyOct 2022 to Jan 2023
- New York Life Insurance CompanySep 2022 to Mar 2023
- Full Time EducationAug 2019 to Jun 2023
- Full Time EducationJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7606371
- Firm CRD
- 5393