Michele Ann Cook

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

• 03/2016 → 07/2022
  Charles Schwab & Co., Inc.
  Orlando, FL
• 01/2023 → 12/2023
  Charles Schwab & Co., Inc.
  Orlando, FL
• 07/2022 → 12/2022
  N/A
  Windermere, FL
• 11/2025 → Present
  Charles Schwab & Co., Inc.
  Orlando, FL
• 01/2024 → 10/2025
  N/A
  Orlando, FL

Previous Registrations

• 2023-01-13 → 2024-01-12
  Charles Schwab & Co., Inc.
  Orlando, FL
• 2016-03-31 → 2022-08-09
  Charles Schwab & Co., Inc.
  Orlando, FL
• 2014-10-03 → 2016-02-12
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2012-11-08 → 2014-07-22
  Charles Schwab & Co., Inc.
  West Hartford, CT
• 2010-07-13 → 2011-09-13
  Charles Schwab & Co., Inc.
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-07-12
• S65 Uniform Investment Adviser Law Examination
  1995-02-27
• S63 Uniform Securities Agent State Law Examination
  1993-07-23

Other Names

• Michele A Marinelli
• Michele Ann Marinelli
• Michele Ann Venditti
• Michele A Venditti
• Michele Cook
• Michele A Cook