Scott Michael Botkin
Investment adviser representative at Charles Schwab & Co., Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
19 years in the industry.
- Charles Schwab Bank SsbMar 2024 to now
- Charles Schwab and Co., Inc.Dec 2022 to now
- TD AmeritradeMay 2017 to Dec 2022
- Union PacificMay 2016 to May 2017
- Piezon's PizzeriaMay 2013 to Sep 2023
- Full-time EducationMay 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6596369
- Firm CRD
- 5393