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Justin Michael Mucci

Charles Schwab & Co., Inc.

Bedford, NH

CRD 5401773

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2016-02-25
  • NH RA
    APPROVED
    Since 2016-02-25

Branch Locations

10 Main Street, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Bank Ssb Manchester NH 01/2016 Present
Charles Schwab & Co., Inc. Manchester NH 01/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-25
S63 Uniform Securities Agent State Law Examination 2007-11-08
  • S65 Uniform Investment Adviser Law Examination
    2016-02-25
  • S63 Uniform Securities Agent State Law Examination
    2007-11-08
Other Names
  • Justin Mucci

View on SEC IAPD

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