Nolan Michaels

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

• 10/2021 → 07/2023
  Morgan Stanley
  San Mateo, CA
• 03/2021 → 07/2021
  Royal Bank Of Canada
  San Francisco, CA
• 06/2020 → 09/2020
  Merrill Lynch
  Bellevue, WA
• 10/2018 → 06/2020
  Santa Clara University
  Santa Clara, CA
• 06/2019 → 09/2019
  Room To Read
  San Francisco, CA
• 06/2017 → 09/2017
  Red Apple Markets
  Kirkland, WA
• 07/2017 → 06/2021
  Santa Clara University
  Santa Clara, CA
• 08/2009 → 06/2017
  The Overlake School
  Redmond, WA
• 08/2023 → 05/2025
  Fidelity Investments
  San Francisco, CA
• 03/2025 → 05/2025
  Fidelity Investments
  San Francisco, CA
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Menlo Park, CA
• 07/2025 → Present
  Charles Schwab Bank, Ssb
  Menlo Park, CA

Previous Registrations

• 2025-03-31 → 2025-06-11
  Strategic Advisers Llc
  San Francisco, CA
  San Francisco, CA
  Boston, MA
• 2023-09-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Francisco, CA
• 2023-02-17 → 2023-07-31
  Morgan Stanley
  San Mateo, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17

Designations

• Certified Financial Planner

Other Names

• Nolan Gordon Michaels
• Nolan Michaels
• Nolan G Michaels