Michael Thomas Donaldson

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

• 12/2014 → 12/2022
  Tdameritrade Inc
  Jersey City, NJ
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  San Diego, CA

Previous Registrations

• 2014-12-24 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Jersey City, NJ
  San Diego, CA
• 2014-12-24 → 2022-10-14
  Td Ameritrade, Inc.
  Jersey City, NJ
  Jersey City, NJ
  San Diego, CA
  Westlake, TX
  San Diego, CA
• 2013-01-07 → 2014-12-08
  Cuso Financial Services, L.P.
  Bridgewater, NJ
  Hillsborough, NJ
• 2012-06-18 → 2012-12-31
  Pfs Investments Inc.
  Cranford, NJ
• 2008-07-28 → 2010-07-28
  Chase Investment Services Corp.
  Hillside, NJ
  New Brunswick, NJ
  Union, NJ
• 2008-05-27 → 2008-07-31
  Lpl Financial Llc
  Fort Mill, SC
• 2008-05-14 → 2008-05-27
  Ifmg Securities, Inc.
  Fairfield, NJ
  Cedar Grove, NJ
  West Caldwell, NJ
  Caldwell, NJ
• 2007-10-02 → 2008-05-05
  Capital One Financial Advisors Llc
  Melville, NY
• 2002-11-21 → 2003-02-26
  Quick & Reilly, Inc.
  Ridgefield Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-17
• S63 Uniform Securities Agent State Law Examination
  1990-12-10

Other Names

• Michael Thomas Donaldson
• Michael Donaldson