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Michael Mayne

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2025-01-08

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Neuberger Berman Dallas TX 06/2019 10/2024
Freddie Mac Plano TX 07/2014 06/2019
Charles Schwab & Co., Inc. Westlake TX 11/2024 Present
Schwab Wealth Advisory, Inc. Westlake TX 11/2024 Present
  • 06/2019 → 10/2024
    Neuberger Berman
    Dallas, TX
  • 07/2014 → 06/2019
    Freddie Mac
    Plano, TX
  • 11/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2024 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2022-10-14
Other Names
  • Mike Mayne

View on SEC IAPD

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STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
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