Colleen Maura Lotto is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2019-03-08 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-02-26 | — |
| STRATEGIC ADVISERS LLC | 2011-06-03 | 2018-07-13 | — |