Michael
Adler

Charles Schwab & Co., Inc

CRD#1025249
Investment Advisor
in Austin, TX
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About this Advisor

Michael Adler is a certified financial planner based in Austin, Texas. Currently an investment advisor at Charles Schwab & Co., Inc, Adler has 10 years of experience as a financial advisor. Adler has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Adler is able to advise clients in Texas. During their career, the advisor has held roles at Charles Schwab & Co., Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is based out of Austin, Texas, and has 370 other locations in the nation. As a company, Charles Schwab & Co., Inc employs more than 14,879 people. None of the advisor firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Charles Schwab & Co., Inc can offer financial planning services, selection of other advisers and other services. The firm may charge clients hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2309 Gracy Farms Lane
Austin, TX 78758

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

TX Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Michael Adler Work History

Michael has 10 years of experience.

2008 - Present (11 years)

Charles Schwab & Co., Inc

2008 - Present (11 years)

Charles Schwab Bank

Disclosures

Michael Adler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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