Michael Louis Stella

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 02/2017
  Scottrade
  Chicago, IL
• 02/2017 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 04/2017 → 07/2019
  Bank Of America, N.A.
  Rolling Meadows, IL
• 07/2019 → 02/2020
  E*Trade Securities Llc
  Chicago, IL
• 07/2019 → 02/2020
  E*Trade Capital Management, Llc
  Chicago, IL
• 02/2020 → 06/2020
  E*Trade Securities Llc
  Chicago, IL
• 02/2020 → 06/2020
  E*Trade Capital Management Llc
  Chicago, IL
• 06/2020 → 07/2024
  E*Trade Securities Llc
  Chicago, IL
• 06/2020 → 07/2024
  E*Trade Capital Management Llc
  Chicago, IL
• 03/2023 → 07/2024
  Morgan Stanley
  Chicago, IL
• 09/2023 → 07/2024
  Morgan Stanley
  Chicago, IL
• 09/2023 → 07/2024
  Morgan Stanley
  Chicago, IL
• 08/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2023-09-05 → 2024-07-15
  Morgan Stanley
  Chicago, IL
• 2019-07-24 → 2023-09-05
  Harrisdirect Llc
  Chicago, IL
  Arlington, VA
• 2017-04-25 → 2019-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

1) Crystal Condominium LLC|Investment Related: No|7837 W. Ogden Ave, Lyons, IL, 60543, USA|Real Estate (Non-Agent/Broker)|Board Member|6/1/2019|Less than 20 hour/month - 0 during trading hours|Board member of the condo association of my primary residence. I along with other board members vote on operational decisions (repairs, law care, etc) at semi annual meetings. We authorize a third party management company to operate the day to day activity, control bank accounts, keep records,etc.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-24
• S63 Uniform Securities Agent State Law Examination
  2012-11-29

Other Names

• Michael Louis Stella
• Michael Stella
• Michael L Stella