Adam Michael Gill
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.May 2025 to now
- Charles Schwab Trust BankMay 2025 to now
- Ohio State UniversityNov 2023 to Apr 2025
- KrogerMar 2022 to Feb 2024
- Sustainable TransformationsMay 2021 to Dec 2021
- Full Time EducationAug 2020 to May 2021
- New College of FloridaAug 2020 to May 2021
- Sustainable TransformationsMay 2020 to Jun 2020
- Full Time EducationAug 2019 to May 2020
- Sustainable TransformationsMay 2018 to Aug 2019
- Full Time EducationAug 2017 to May 2018
- Emcee ElectronicsMay 2017 to Jul 2017
- Sustainable TransformationsDec 2016 to Jan 2017
- Full Time EducationAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 8081616
- Firm CRD
- 5393