Michael C Boggio
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Charles Schwab & Co., Inc.Jul 2023 to now
- Charles Schwab Bank SsbJul 2023 to now
- UnemployedMar 2023 to Jun 2023
- P.J. Robb Variable Corp.Jun 2022 to Feb 2023
- Truist Life Insurance ServicesMay 2022 to Feb 2023
- Massmutual Life Insurance CoNov 2018 to Feb 2022
- MML Investors Services, LLCNov 2018 to Feb 2022
- Capital Investment Advisory Services, LLCJan 2017 to Nov 2018
- Capital Investment Group, Inc.Jul 2012 to Nov 2018
- Irongate Partners, Inc.Jun 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, NC).
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
- 4690758
- Firm CRD
- 5393