Huntington Station, NY Office

Kurt Abitz is a financial advisor with Charles Schwab in Huntington Station, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a comprehensive alternative investments program.

Ronaveer Mitra is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade, and MassMutual. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions supported by integrated custody and brokerage services.

Anthony Mendoza is a financial advisor at Charles Schwab with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Flagstar Bank, Big Think Capital, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary managed accounts and uses multi-asset model portfolios with strategic allocation and alternative investment options.

Nicholas Leone is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior experience at The Vanguard Group and Equitable Advisors, as well as engagements outside finance including roles at Lifetime Athletics and University at Buffalo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Christopher Eschmann is a financial advisor at Charles Schwab with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Edward Jones and JP Morgan Institutional Investments. Eschmann is currently based in Huntington Station, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory and discretionary separately managed accounts (SMAs), employing multi-asset model portfolios and a comprehensive due diligence process for alternative investments.

David Hanford is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Peter Gold is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Co., Inc. and TDAmeritrade Inc. over the past decade. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Steven Higgins is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab, Rockline Wealth Management LLC, and Ameriprise Financial. Outside of finance, he has experience working at Umbertos Family Pizzeria. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and due diligence from its affiliated investment management and research teams.

Michael Mirando is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab and has prior experience at Bank of America, Merrill, and PlanMember Securities Corporation. Outside of advising, he has worked in collegiate athletics with Pro Game Athletics and has teaching experience from Hofstra University and Islip High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Lora Caglioti is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliates since 2002, including a two-year period at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Evan Kearns is a CFP® credentialed financial advisor with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2015, and previously held positions at E*TRADE Capital Management LLC and E*Trade Securities LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Charles Solomon is a CFP® professional with 27 years of industry experience, currently affiliated with Charles Schwab. His prior work includes five years at Equitable Advisors before joining Charles Schwab and Charles Schwab Bank in 2021. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and cash-sweep services.

Uhlensky Pierre Louis is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to Schwab, he was with Equitable Advisors, LLC and has experience at several other firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.