Kristen Treglia is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-02-27 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-19 | 2025-02-11 | — |