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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)15 years in industry

CALVIN J CELENTANO

Advisor at SCHWAB WEALTH ADVISORY, INC.

Pacific Grove, CA

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Search this name across graphsid dfx:ria:361056e8-c6fa-8205-95e7-d37a44df4c18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Aug 26, 2011
First registration: Feb 21, 2012
Dual registered: yes, broker-dealer
Other names: CJ CELENTANO|CALVIN JEFFREY CELENTANO|CALVIN J CELENTANO|CALVIN CELENTANO
IAPD individual key: 5968556

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Feb 25, 2026	n/a	yes	Pacific Grove, CA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Feb 11, 2026	no	CARMEL, CA\|CARMEL, CA\|PACIFIC GROVE, CA\|CAMPBELL, CA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 18, 2019	Mar 31, 2025	no	SAN DIEGO, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 7, 2019	Nov 7, 2019	no	San Diego, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 7, 2019	Nov 7, 2019	no	San Diego, CA	Previous registration
EPSTEIN AND WHITE FINANCIAL LLC	Former SEC adviser	Jun 20, 2018	Dec 26, 2018	no	SAN DIEGO, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 18, 2012	Jan 4, 2018	no	CAMPBELL, CA\|LOS GATOS, CA\|SUNNYVALE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 21, 2012	Oct 8, 2012	no	SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	SCHWAB WEALTH ADVISORY, INC.	Feb 11, 2026	Feb 25, 2026	14	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 7, 2019	Nov 18, 2019	11	Firm change	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 7, 2019	Feb 7, 2019	-273	Channel change	Other
EPSTEIN AND WHITE FINANCIAL LLC	TD AMERITRADE, INC.	Dec 26, 2018	Feb 7, 2019	43	Firm change	Other
STRATEGIC ADVISERS LLC	EPSTEIN AND WHITE FINANCIAL LLC	Jan 4, 2018	Jun 20, 2018	167	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Oct 8, 2012	Oct 18, 2012	10	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:159035:MA:2026-02-11	Feb 11, 2026	Feb 25, 2026	BOSTON, MA	Firm change
7870:111514:CA:2019-10-31	Nov 7, 2019	Feb 7, 2019	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (7)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Feb 11, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 18, 2019 to Mar 31, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2019 to Nov 7, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 7, 2019 to Nov 7, 2019factForm ADV
→ EPSTEIN AND WHITE FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 20, 2018 to Dec 26, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 21, 2012 to Oct 8, 2012factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
Calvin J Celentano left Strategic Advisers Llc for Schwab Wealth Advisory, Inc. (registered 2026-02-25)
Form ADVobserved 5 days ago