Charles Schwab & Co., Inc

Investment Advisor
in Raleigh, NC
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About this Advisor

Martha Petzold is a certified financial planner who works in Raleigh, North Carolina, who has been in the advisory business for 14 years. Petzold works at Charles Schwab & Co., Inc. They have been an employee of Charles Schwab & Co., Inc for their entire career. Petzold has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Charles Schwab & Co., Inc is a business based in Raleigh, North Carolina. The firm has offices in 370 locations and a total of 14,879 people on staff. Charles Schwab & Co., Inc performs a few services, such as financial planning services, selection of other advisers and other services. A financial advisor's fees largely depend on which services are provided. Fee types charged by Charles Schwab & Co., Inc can include some blend of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

4313 Glenwood Avenue
Raleigh, NC 27612

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


NC Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Martha Petzold Work History

Martha has 14 years of experience.

2018 - Present (1 years)

Charles Schwab & Co., Inc

2018 - Present (1 years)

Charles Schwab Bank

2016 - 2018 (2 years)


2015 - 2016 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2004 - 2015 (11 years)

Bank Of America


Martha Petzold has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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