Michael Brian Murray

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

• 10/2014 → Present
  Charles Schwab & Co., Inc.
  Lyndhurst, OH
• 10/2014 → Present
  Charles Schwab Bank
  Lyndhurst, OH

Previous Registrations

• 2013-08-26 → 2014-10-30
  Td Ameritrade, Inc.
  Orange Village, OH
• 2013-08-26 → 2014-10-30
  Td Ameritrade Investment Management, Llc
  Beachwood, OH
• 2011-11-16 → 2013-08-01
  Strategic Advisers Llc
  Westlake, OH
• 2008-07-30 → 2011-10-17
  Ameriprise Financial Services, Llc
  Independence, OH

Other Businesses

1) Serra Club of Cleveland | Investment Related:No|850 Euclid Ave|Cleveland |OH|44114|USA|Nonprofit Charitable Organizations|Board Member|5/10/2023|Less than 20|0|Assist the Club in strategizing for how to best support young men pursuing the Catholic Priesthood in the Diocese of Cleveland, Ohio.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-02

Other Names

• Michael Murray