Amanda Loiodice

CRD 6973869 · Charles Schwab & Co., Inc. · Dewitt, NY

IA RegisteredBroker

Also appears in the source record as: Amanda Marie Catanzarite; Amanda Marie Loiodice; Amanda Stagnitta

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSeries 6TOSIESeries 66Series 63
Registered states (2): Kentucky · New York
Years in the industry (source record): 7
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6973869 contains one or more disclosure events as of Aug 20, 2026.

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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 (4)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Dewitt, NY · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Dewitt, NY · BC capacity

start not retrieved → present
Key Investment Services LLC
Marcellus, NY · IA capacity

May 13, 2024 → Oct 24, 2025
Key Investment Services LLC
Marcellus, NY · BC capacity

Mar 11, 2019 → Oct 24, 2025

Source & corrections

Where this page comes from

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