Andres
Gazzera
Charles Schwab Investment Management, Inc
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About this Advisor
Andres Gazzera is a financial advisor who works out of Jersey City, New Jersey, with a total of 1 year of industry experience. Gazzera is an employee of Charles Schwab Investment Management, Inc. Gazzera has gained experience at Td Ameritrade, Transamerica Retirement Solutions, Td Ameritrade Investment Management, LLC and Charles Schwab Investment Management, Inc. Gazzera has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in New Jersey. Charles Schwab Investment Management, Inc is an advisory firm that has its headquarters in San Francisco, CA. The investment advisory business has offices in 158 locations and a total of 1,007 employees. It controls $783 billion in total assets among its 242,041 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 218 charities and foundations. Of its 242,041 accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets. Charles Schwab Investment Management, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the financial services offered. However, fee types billed by Charles Schwab Investment Management, Inc most likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$782,620,910,160
1,007
242,041
$3,233,423
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andres Gazzera Work History
Andres has been registered as a financial advisor for 1 years.*
Charles Schwab Investment Management, Inc
Td Ameritrade
Td Ameritrade Investment Management, LLC
Transamerica Retirement Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andres Gazzera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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