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Michael Chamberlain

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.

  1. Charles Schwab Bank, SsbMar 2024 to now
  2. Charles Schwab & Co., Inc.Jun 2023 to now
  3. The Judge GroupJan 2023 to Jun 2023
  4. Full-time EducationAug 2022 to Jan 2023
  5. GallupJun 2022 to Aug 2022
  6. Full-time EducationFeb 2022 to Jun 2022
  7. Alamo Draft HouseJan 2022 to Feb 2022
  8. Full-time EducationJul 2021 to Jan 2022
  9. Future Home PowerMay 2021 to Jul 2021
  10. Full-time EducationSep 2018 to May 2021
  11. CoalitionAug 2018 to Sep 2018
  12. Caribou CoffeeMay 2018 to Aug 2018
  13. Full-time EducationMar 2018 to May 2018
  14. General SportsJan 2017 to Mar 2018
  15. Full-time EducationJun 2013 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7735452
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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