Melissa Mae Oconnell
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schwab Wealth Advisory, Inc,Apr 2021 to now
- Charles Schwab & Co. Inc.Apr 2021 to now
- JP Morgan Chase Bank, N.A.Nov 2018 to Apr 2021
- JP Morgan Securities, LLCNov 2018 to Apr 2021
- David A. Noyes & CompanyAug 2017 to Oct 2018
- Noyes Advisors LLCAug 2017 to Oct 2018
- UnemployedNov 2016 to Aug 2017
- Wealthcare Financial Group, LLCDec 2014 to Nov 2016
- 1st Global Advisors, IncJan 2014 to Nov 2016
- 1st Global Capital Corp.Apr 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5371417
- Firm CRD
- 159035