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Tomasz Muczynski

Charles Schwab & Co., Inc.

New York City, NY

New York City, NY

CRD 5547209

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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
NY RA APPROVED 2021-04-22
TX RA APPROVED_RES 2021-03-23
  • NY RA
    APPROVED
    Since 2021-04-22
  • TX RA
    APPROVED_RES
    Since 2021-03-23

Branch Locations

100 Broadway, New York City, NY 10005 • United States

60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • 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
Fidelity Investments New York NY 11/2011 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Charles Schwab & Co., Inc. New York City NY 08/2018 Present
Charles Schwab Bank New York City NY 08/2018 Present
  • 11/2011 → 08/2018
    Fidelity Investments
    New York, NY
  • 07/2018 → 08/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2018 → Present
    Charles Schwab & Co., Inc.
    New York City, NY
  • 08/2018 → Present
    Charles Schwab Bank
    New York City, NY
Previous Registrations
  • 2018-07-13 → 2018-09-24
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2013-11-07 → 2018-07-13
    Strategic Advisers Llc
    New York, NY
    New York, NY
  • 2011-03-23 → 2011-11-28
    Chase Investment Services Corp.
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-22
S63 Uniform Securities Agent State Law Examination 2009-10-02
  • S65 Uniform Investment Adviser Law Examination
    2011-03-22
  • S63 Uniform Securities Agent State Law Examination
    2009-10-02
Designations
  • Certified Financial Planner
Other Names
  • Thomas Muczynski

View on SEC IAPD

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