Michael Joseph Ferrugio

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

• 09/2020 → 06/2024
  Td Ameritrade
  New York City, NY
• 05/2019 → 09/2020
  Deardoc
  New York, NY
• 11/2018 → 05/2021
  Suny At Albany
  Albany, NY
• 05/2016 → 11/2018
  Vector Marketing
  Woodbridge, NJ
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  New York City, NY
• 12/2021 → Present
  Charles Schwab Bank, Ssb
  New York City, NY

Previous Registrations

• 2021-08-27 → 2022-03-07
  Td Ameritrade, Inc.
  Staten Island, NY
  San Diego, CA
• 2021-08-27 → 2022-03-07
  Td Ameritrade Investment Management, Llc
  Staten Island, NY

Other Businesses

Name: DoorDash, Role: Delivery driver, Type: Other, Start Date: 07/03/2021, Investment Related?: No, Address: 134-142 Sussex ave, Newark, NJ 07103, Number of Hours/Mo: 20, Duties: deliver orders of food.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-26

Other Names

• Michael Ferrugio