Altug
Dincturk

Schwab Private Client Investment Advisory, Inc

CRD#5061765
Investment Advisor
in Orlando, FL
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About this Advisor

Altug Dincturk is a chartered financial analyst operating out of Orlando, Florida, who has 11 years of financial industry experience. Dincturk is an employee of Schwab Private Client Investment Advisory, Inc. Over the course of their career, they have held roles at Strategic Advisors Inc, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc and Schwab Private Client Investment Advisory, Inc. Dincturk holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Schwab Private Client Investment Advisory, Inc is a registered investment company that has its headquarters in Orlando, Florida. It has offices in 10 locations and a total of 598 financial advisors. It controls $90 billion in assets across its 108,791 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 108,791 customer accounts, 66% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on the financial services provided. Fees charged by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Altug Dincturk Work History

Altug has 11 years of experience.

2013 - Present (6 years)

Charles Schwab & Co., Inc

2013 - Present (6 years)

Schwab Private Client Investment Advisory, Inc

2007 - 2012 (5 years)

Strategic Advisors Inc

2007 - 2012 (5 years)

Fidelity Brokerage Services LLC

Disclosures

Altug Dincturk has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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