Pedro J. Irizarry Rodriguez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Pedro Javier Irizarry Rodriguez, who also goes by Pedro J Irizarry Rodriguez, Pedro J. Irizarry-rodriguez, Pedro Irizarry, was a registered financial professional .
Pedro is a previously registered financial professional and started their career in finance in 2012. Pedro had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 9, 2025 - January 17, 2026
SCHWAB WEALTH ADVISORY, INC.
May 19, 2023 - January 17, 2026
CHARLES SCHWAB & CO., INC.
January 17, 2012 - February 15, 2013
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 5/19/2023
General Securities Representative ExaminationCurrent Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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