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Michael Christopher Musto

Charles Schwab & Co., Inc.

New York City, NY

CRD 5905354

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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
NJ RA APPROVED 2019-05-29
  • NY RA
    APPROVED
    Since 2021-04-22
  • NJ RA
    APPROVED
    Since 2019-05-29

Branch Locations

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 Brokerage Services Llc Bridgewater NJ 04/2014 04/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2019
Charles Schwab & Co., Inc. New York City NY 05/2019 Present
Charles Schwab Bank New York City NY 05/2019 Present
  • 04/2014 → 04/2019
    Fidelity Brokerage Services Llc
    Bridgewater, NJ
  • 07/2018 → 04/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2019 → Present
    Charles Schwab & Co., Inc.
    New York City, NY
  • 05/2019 → Present
    Charles Schwab Bank
    New York City, NY
Previous Registrations
  • 2018-07-13 → 2019-04-24
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-07-14 → 2018-07-13
    Strategic Advisers Llc
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-20
S63 Uniform Securities Agent State Law Examination 2013-02-21
  • S65 Uniform Investment Adviser Law Examination
    2015-06-20
  • S63 Uniform Securities Agent State Law Examination
    2013-02-21
Other Names
  • Michael Christopher Musto
  • Michael Christopher Musto
  • Michael Christopher Musto
  • Mike Musto

View on SEC IAPD

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Nearby Investors

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PATRICK FRUZZETTI
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Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

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