Charles Schwab & Co., Inc

Investment Advisor
in Boston, MA
Are you Peter Kalafa? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Kalafa is a certified financial planner based in Boston, Massachusetts. Currently a registered investment advisor at Charles Schwab & Co., Inc, they have accumulated 10 years of work experience. Kalafa maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Kalafa is able to work with investors based out of Maryland. Kalafa has gained experience at Charles Schwab & Co., Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is based out of Boston, Massachusetts, and operates out of 370 other brick-and-mortar locations in the country. Overall, Charles Schwab & Co., Inc retains more than 14,879 people. None of the investment firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Charles Schwab & Co., Inc can provide financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

One International Place
Boston, MA 02110-2600

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


MA Average: 43

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Peter Kalafa Work History

Peter has 10 years of experience.

2008 - Present (11 years)

Charles Schwab & Co., Inc

2008 - Present (11 years)

Charles Schwab Bank


Peter Kalafa has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started