Mary Michelle Brezik
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Dec 2022 to now
- Charles Schwab Banks SsbDec 2022 to now
- UnemployedNov 2022 to Dec 2022
- Shamrock Trading CorporationOct 2022 to Nov 2022
- UnemployedMay 2022 to Oct 2022
- The Jayhawk ClubMay 2021 to Aug 2021
- The Oread HotelFeb 2021 to May 2021
- Salty IguanaOct 2020 to Feb 2021
- Care.comJun 2020 to Aug 2020
- University of KansasAug 2018 to May 2022
- Union CatholicSep 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7662244
- Firm CRD
- 5393