Thomas
Savelli

Schwab Private Client Investment Advisory, Inc

CRD#5480744
Investment Advisor
in Orlando, FL
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About this Advisor

Thomas Savelli is a certified financial planner whose office is in Orlando, Florida. Currently an investment advisor at Schwab Private Client Investment Advisory, Inc, they have accumulated 16 years of professional experience. Savelli has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Savelli can work with investors based out of Florida and Texas. Savelli has gained experience at Morgan Stanley Private Bank, National Association, Bny Convergex Execution Solutions LLC, Darden Restaurants, Morgan Stanley Smith Barney, Charles Schwab & Co., Inc and Schwab Private Client Investment Advisory, Inc. Schwab Private Client Investment Advisory, Inc is based out of Orlando, Florida, and operates out of 10 other brick-and-mortar locations in the United States. As a company, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets dispersed across 108,791 accounts and retains more than 598 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. Currently 66% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Schwab Private Client Investment Advisory, Inc can provide financial planning services and portfolio management for individuals and small businesses. The firm's fees may include other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

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

Fee Structure

Others

Disclosures

No

Office Location

1958 Summit Park Dr.
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

Thomas Savelli Work History

Thomas has 16 years of experience.

2015 - 2015 (0 years)

Morgan Stanley Private Bank, National Association

2015 - Present (4 years)

Charles Schwab & Co., Inc

2015 - Present (4 years)

Schwab Private Client Investment Advisory, Inc

2011 - 2015 (4 years)

Morgan Stanley Smith Barney

2008 - 2011 (3 years)

Bny Convergex Execution Solutions LLC

2002 - 2009 (7 years)

Darden Restaurants

Disclosures

Thomas Savelli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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