Michael K. Hui
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.Jan 2026 to now
- Charles Schwab BankOct 2025 to now
- Charles Schwan & Co., IncOct 2025 to now
- J.P. Morgan Securities LLCMay 2024 to Oct 2025
- JPMorgan Chase Bank, N.A.May 2024 to Oct 2025
- Edward JonesJul 2023 to May 2024
- New American FundingJan 2022 to Oct 2022
- Amerisave Mortgage CorpNov 2021 to Dec 2021
- Primior Inc.Oct 2018 to Apr 2020
- Hma Global BrokerOct 2011 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7782134
- Firm CRD
- 5393