# Charles William Falzone

Charles William Falzone is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2023-05-02 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2021-09-29 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2017-02-28 | 2018-07-13 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2016-04-07 | 2017-02-06 | — |
| [HHG & COMPANY, LLC](https://search.stillhousedata.com/firm/104769) | 2014-09-09 | 2016-03-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-01-01 | 2010-09-08 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2007-09-17 | 2008-01-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5382824)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5382824.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.