Patrick Hunter Dezenzio
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jan 2026 to now
- Charles Schwab Bank, SsbJan 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2025 to Dec 2025
- Rocky Heights Print & BindingNov 2024 to Jan 2025
- Rocky Heights Print & BindingJun 2024 to Aug 2024
- Rocky Heights Print & BindingNov 2023 to Jan 2024
- The Peach Cobbler FactoryJun 2023 to Aug 2023
- Rocky Heights Print & BindingNov 2022 to Jan 2023
- Rocky Heights Print & BindingJun 2022 to Aug 2022
- Rocky Heights Print & BindingNov 2021 to Jan 2022
- University of AlabamaAug 2021 to May 2025
- SonicFeb 2020 to May 2020
- Pelham High SchoolAug 2017 to May 2021
- Pelham Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8120925
- Firm CRD
- 5393