Caroline E Salvator

Financial advisor at Charles Schwab & Co., Inc. · Vero Beach, FL

Last updated 2026-10-10

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Caroline E Salvator is a financial advisor at Charles Schwab & Co., Inc. in Vero Beach, FL, CRD 4248405. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-01-13.

Registration

CRD number
4248405
Registration status
Active
IAPD registration
2024-01-13
Industry Experience
2 years
Work Experience
9 years
States registered
FL

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2020-03 to 2021-08 · Citizens Bank · Providence, RI
  • 2019-09 to 2020-03 · Nations Lending · Cranston, RI
  • 2019-07 to 2019-08 · Atlantic Home Loans · East Greenwich, RI
  • 2017-12 to 2019-07 · Bank of America · North Kingstown, RI
  • 2016-11 to 2017-12 · Coastway Bank Now Harbour One Bank · East Greenwich, RI
  • 2021-09 to 2022-03 · Guaranteed Rate Affinity · Providence, RI
  • 2022-03 to 2024-09 · Fidelity Investments · Smithfield, RI
  • 2024-09 to 2026-05 · Merrill Lynch, Pierce, Fenner & Smith Inc. · Vero Beach, FL
  • 2024-11 to 2026-05 · Bank of America, N.A. · Vero Beach, FL
  • 2026-06 to Present · Charles Schwab & Co., Inc. · Vero Beach, FL
  • 2026-06 to Present · Charles Schwab Bank, Ssb · Vero Beach, FL

Current employment

SEC IAPD record for Caroline E Salvator

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Caroline E Salvator is a financial advisor at Charles Schwab & Co., Inc. in Vero Beach, FL. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 9 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Inc., Fidelity Investments, among others.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

3485 Ocean Drive, Vero Beach, FL 32963-1667

7 advisors at this office.

Charles Schwab & office in Vero Beach, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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