Max Callagher Rappleye
Investment adviser representative at Charles Schwab & Co., Inc.
25 yearsExperience
3 statesRegistered 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
25 years in the industry.
- Charles Schwab & Co., Inc.Dec 2018 to now
- Hillsdale County National BankJan 2018 to Dec 2018
- Jod Real Estate GroupOct 2017 to Dec 2018
- Re/max By the LakeMar 2017 to Oct 2017
- StudentSep 2001 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MI, TX, WA).
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
- 7053662
- Firm CRD
- 5393