Michelle Marie Aquino
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Michelle Marie Aquino? Claim your profile
Contact this firm
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.Mar 2024 to now
- Charles Schwab & Co., Inc.Mar 2024 to now
- Turning Point FinancialJul 2022 to Feb 2024
- Team BeachbodyMay 2016 to Nov 2020
- Charles Schwab & Co., Inc.Nov 2013 to Jul 2022
- Charles Schwab BankNov 2013 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6272094
- Firm CRD
- 159035