Michael Anthony Pappas
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Feb 2026 to now
- Charles Schwab BankFeb 2026 to now
- Vanguard Advisers, Inc.Oct 2021 to Feb 2026
- The Vanguard Group, Inc.Jun 2021 to Feb 2026
- Vanguard Marketing CorporationJun 2021 to Feb 2026
- Full Time EducationJan 2021 to Aug 2021
- OmniengineJan 2021 to Jun 2021
- At the Neck ApparelOct 2020 to Apr 2023
- ScrambleSep 2019 to Dec 2020
- Full Time EducationSep 2018 to Oct 2018
- Self-employedFeb 2018 to Dec 2021
- Coppertop PubSep 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7400598
- Firm CRD
- 5393