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Michal Ryszard Bartkiewicz

Investment adviser representative at Charles Schwab Investment Management, Inc
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7TFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

27 years in the industry.

  1. Charles Schwab Investment Management, Inc.May 2020 to now
  2. Schwab Private Client Investment Advisory, Inc.Jan 2012 to May 2020
  3. Charles Schwab & Co., Inc.Nov 1999 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (CO).

Charles Schwab Investment Management, Inc

$1.7TAssets managed
856,597Clients
37Advisers
36 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
4128090
Firm CRD
106753
Advisor's SEC record (opens in a new tab)
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