Austin Marciniak
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab Bank, SsbMar 2024 to now
- Charles Schwab & Co., Inc.Dec 2021 to now
- Fifth Third BankJun 2021 to Nov 2021
- First WatchSep 2019 to Jun 2021
- The J.M. Smucker CompanyJan 2019 to Aug 2019
- University of AkronJan 2018 to May 2021
- Swensons Drive In RestaurantsNov 2017 to Nov 2018
- Twisted OliveMay 2017 to Oct 2017
- StudentApr 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7464203
- Firm CRD
- 5393