Anton Bownes-ciccarelli
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.Jan 2026 to now
- The Club At New SeaburyMay 2024 to now
- Metrowest CateringJan 2015 to now
- Pauline's Catering and StaffingJan 2015 to now
- Marc Roos RealtyMay 2024 to Jul 2024
- Carney's Dining RoomMar 2024 to May 2025
- Popponesset Inn AtMay 2023 to Sep 2023
- Boston College: First Year ExperienceJan 2023 to Jan 2025
- Longfellow Health ClubsJun 2021 to Jan 2026
- Level99 EntertainmentJun 2021 to Aug 2021
- SweetgreenJun 2020 to Aug 2020
- Dick's Sporting GoodsJun 2019 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8199948
- Firm CRD
- 5393