Peter Anthony Savarese

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (7)

SIESeries 7Series 6Series 10Series 9Series 65Series 63

Registered states (53)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

26

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Charles Schwab & Co., Inc.

Firm CRD

5393

SEC number

801-29938

Assets under management

Not yet retrieved from the source record

Website

www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗

Phone

415-667-7000

Firm location

San Francisco, CA, 94105

Employment history (20)

From the source registration record · current first

• Charles Schwab & Co., Inc.Current

  Escondido, CA · IA capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Westlake, TX · BC capacity
  start not retrieved → present
• Td Ameritrade, Inc.

  San Diego, CA · BC capacity
  Feb 15, 2018 → May 19, 2024
• Td Ameritrade Investment Management, LLC

  San Diego, CA · IA capacity
  Feb 15, 2018 → Sep 7, 2023
• Td Ameritrade, Inc.

  Escondido, CA · IA capacity
  Feb 15, 2018 → Oct 14, 2022
• Scottrade Investment Management

  Saint Louis, MO · IA capacity
  Sep 28, 2016 → Feb 15, 2018
• Scottrade, Inc.

  Encinitas, CA · BC capacity
  Sep 20, 2013 → Feb 15, 2018
• Partnervest Advisory Services LLC

  Santa Barbara, CA · IA capacity
  Jan 28, 2013 → May 1, 2013
• Sip Nordic America LLC

  Stamford, CT · BC capacity
  Mar 8, 2011 → Apr 30, 2012
• Patrick Capital Markets, LLC

  St Louis, MO · BC capacity
  Oct 14, 2010 → Mar 3, 2011
• Royal Alliance Associates, Inc.

  New York, NY · BC capacity
  Oct 16, 2007 → May 6, 2009
• Ams Advisors LLC

  Austin, TX · IA capacity
  Feb 12, 2007 → Sep 10, 2007
• Wfg Investments, Inc.

  Dallas, TX · BC capacity
  Feb 6, 2007 → Aug 31, 2007
• Kelmoore Investment Co Inc

  Palo Alto, CA · IA capacity
  May 16, 2005 → Feb 21, 2006
• Kelmoore Investment Company, Inc.

  Palo Alto, CA · BC capacity
  Sep 16, 2002 → Feb 21, 2006
• Calamos Financial Services, Inc.

  Naperville, IL · BC capacity
  Dec 22, 1999 → Jun 7, 2000
• B. C. Ziegler And Company

  Chicago, IL · BC capacity
  Jan 1, 1999 → Aug 18, 1999
• Gs2 Securities, Inc.

  Milwaukee, WI · BC capacity
  Nov 25, 1996 → Jan 1, 1999
• Nicholas-Applegate Securities (A California Limited Partnership)

  San Diego, CA · BC capacity
  Feb 7, 1995 → Oct 1, 1996
• American Securities & Research Corporation

  BC capacity
  Aug 11, 1987 → Feb 4, 1988

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.