Michael Chen
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jan 2024 to now
- Charles Schwab Bank, SsbJan 2024 to now
- Morgan StanleyMar 2023 to Jan 2024
- E*trade Capital Management LLCApr 2022 to Sep 2023
- E*trade Securities LLCApr 2022 to Sep 2023
- Charles Schwab & Co., Inc.Nov 2019 to Apr 2022
- Charles Schwab Bank, SsbNov 2019 to Apr 2022
- BcforwardAug 2018 to Nov 2019
- Uc Davis Department of GeologyAug 2017 to Sep 2017
- Street CoolersSep 2016 to Dec 2016
- N/aSep 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7205532
- Firm CRD
- 5393