Michael Justin Zak
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Michael Justin Zak? Claim your profile
Contact this firm
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
13 years in the industry.
- Charles Schwab & Co., Inc.May 2020 to now
- Liberty Mutual InsuranceJul 2018 to Aug 2019
- USAA Investment Management CompanyJan 2018 to Jul 2018
- Texas A&m-commerceSep 2017 to May 2020
- USAA Financial Advisors, Inc.Sep 2014 to Jul 2018
- USAA Financial Planning ServicesSep 2014 to Jul 2018
- Bella Stella WineryAug 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6397829
- Firm CRD
- 5393