Michael Joseph Rozzero
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 & Co., Inc.May 2025 to now
- Charles SchwabMar 2025 to now
- Charles Schwab Bank SsbMar 2025 to now
- UnemployedNov 2024 to Mar 2025
- Fidelity InvestmentsJun 2022 to Nov 2024
- Barnes & NobleNov 2021 to Dec 2021
- Metlife InsuranceJan 2021 to May 2021
- Full Time EducationJan 2015 to Aug 2020
- Rhode Island CollegeJan 2015 to Aug 2020
- Cafe Sucha BagelJun 2011 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7587281
- Firm CRD
- 5393