Charles Schwab & Co., Inc

Investment Advisor
in New York, NY
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About this Advisor

Cenk Kozulcali is a certified financial planner based in New York, New York, who has been in the financial industry for 13 years. Kozulcali is an employee of Charles Schwab & Co., Inc. Over the course of their career, they have held roles at Charles Schwab Bank, Fidelity Investments, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Charles Schwab & Co., Inc. Kozulcali has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in New Jersey. Charles Schwab & Co., Inc is an advisory company that has its headquarters in New York, New York. The firm has offices in 370 locations and a total of 14,879 people on staff. Charles Schwab & Co., Inc offers a few services, including financial planning services, selection of other advisers and other services. Fees for financial advisory services usually are based on which service is provided. Fees charged by Charles Schwab & Co., Inc likely include any blend of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

200 East 79Th Street
New York, NY 10075

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


NY Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Cenk Kozulcali Work History

Cenk has 13 years of experience.

2018 - Present (1 years)

Charles Schwab Bank

2018 - 2018 (0 years)

Fidelity Personal And Workplace Advisors

2018 - Present (1 years)

Charles Schwab & Co., Inc

2015 - 2018 (3 years)

Fidelity Brokerage Services LLC

2005 - 2013 (8 years)

Fidelity Investments


Cenk Kozulcali has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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