Michael Joseph Villanueva
Investment adviser representative at Charles Schwab & Co., Inc.
8 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
8 years in the industry.
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Oct 2024
- Pfg AdvisorsMar 2020 to Oct 2024
- Securities America, Inc.Mar 2020 to Jun 2024
- Comerica Securities, Inc.Dec 2018 to Mar 2020
- Principal Life Insurance CompanyNov 2017 to Dec 2018
- Principal Securities IncNov 2017 to Dec 2018
- Bank of America, N.A.Feb 2016 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2140331
- Firm CRD
- 5393