Michael Bratsztein

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 05/2020
  Usaa Financial Advisors Inc
  Tampa, FL
• 11/2009 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Riverview, FL
• 05/2020 → 01/2021
  Charles Schwab Bank, Ssb
  Temple Terrace, FL
• 01/2021 → Present
  Schwab Wealth Advisory
  Riverview, FL

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2010-01-04 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Tampa, FL
• 2008-04-30 → 2009-11-11
  Truist Investment Services, Inc.
  Orlando, FL
  Davenport, FL
  Clermont, FL
  Haines City, FL
  Lakeland, FL
  Winter Haven, FL
  Lakeland, FL
• 2007-10-01 → 2008-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 2007-08-29 → 2007-09-04
  Charles Schwab & Co., Inc.
  Orlando, FL
  Maitland, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-08-24
• S63 Uniform Securities Agent State Law Examination
  1993-07-02
• S65 Uniform Investment Adviser Law Examination
  1993-07-02

Designations

• Certified Financial Planner

Other Names

• Michael Bratsztein
• Michael (None) Bratsztein
• Michael None Bratsztein