Michelle Renee Terry
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Premiere BankNov 2020 to now
- Charles Schwab Trust BankNov 2020 to now
- Charles Schwab Bank, SsbFeb 2019 to now
- Charles Schwab & Co., Inc.Feb 2015 to now
- Charles Schwab Premier BankFeb 2019 to Jan 2020
- Charles Schwab Trust BankFeb 2019 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2901924
- Firm CRD
- 5393