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Detailed Report
Rachel Toscano
CRD#: 7398561
IA
Investment Adviser
AGW CAPITAL ADVISORSCRD#: 150570 511 W. BAY STREET
SUITE 310
TAMPA, FL 33606
Registration History
202120222023202420252026IAAGW CAPITAL ADVISORS (CRD# 150570)2022 - Present (3 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2021 - 2021 (<1 year)
License(s)

State Registrations

IA
Florida 4/22/2022
Current Registration(s)
IA
AGW CAPITAL ADVISORS (CRD#:150570)
511 W. BAY STREET SUITE 310, TAMPA, FL 33606
Registered with this firm since 4/22/2022
Previous Registration(s)
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IA
 07/19/2021 - 08/03/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Orlando, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.