# NICOLE EILEEN CALABRESE

NICOLE EILEEN CALABRESE is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT, INC](https://search.stillhousedata.com/firm/106753) | 2020-09-22 | present | Yes |
| [CHARLES SCHWAB INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/151739) | 2018-02-16 | 2020-11-09 | — |
| [THOMASPARTNERS, INC.](https://search.stillhousedata.com/firm/104966) | 2017-06-26 | 2018-03-30 | — |
| [WINDHAVEN INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/155138) | 2010-11-10 | 2018-03-30 | — |
| [WINDWARD INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/109405) | 2010-06-07 | 2010-11-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5775394)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5775394.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.