Mitchell Keiken Davis
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Charles Schwab Bank, SsbMay 2020 to now
- Charles Schwab & Co., Inc.Aug 2018 to now
- UnemployedMay 2018 to Aug 2018
- Willow MarketingMay 2017 to Aug 2017
- City of GreencastleJan 2017 to Jan 2017
- Alpha Chi OmegaAug 2015 to Oct 2017
- DepauwAug 2014 to May 2018
- Ironman CorporationAug 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7006040
- Firm CRD
- 5393