Nicholas Caruso, CFP®

VP - Sr. Financial Consultant

+1 609-497-3576

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • Analyst, BlackRock Investments, 2006-2008
  • Analyst, Merrill Lynch Investment Management, 2005-2006

Education

  • Bachelor of Arts- Economics- Pennsylvania State University

Personal interests and affiliations

  • Princeton Chamber of Commerce

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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