Frank Joseph Devito

Financial advisor at Charles Schwab & Co., Inc. · New York City, NY

Last updated 2026-10-10

Claim your profile

Frank Joseph Devito is a financial advisor at Charles Schwab & Co., Inc. in New York City, NY, CRD 6399664. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-03-11.

Registration

CRD number
6399664
Registration status
Active
IAPD registration
2016-03-11
Industry Experience
10 years
Work Experience
10 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2016-02 to 2021-03 · UBS Financial Services Inc · Weehawken, NJ
  • 2021-03 to Present · Charles Schwab & Co., Inc. · New York City, NY
  • 2021-03 to Present · Charles Schwab Bank, Ssb · New York City, NY

Current employment

SEC IAPD record for Frank Joseph Devito

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

Frank Joseph Devito is a financial advisor at Charles Schwab & Co., Inc. in New York City, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 10 years of industry experience and 10 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, UBS Financial Services Inc.

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

915 Broadway, New York City, NY 10010

21 advisors at this office.

Charles Schwab & office in New York City, NY

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Frank Joseph Devito?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.