Michael A Davis

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

• 05/1999 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 03/2005 → Present
  Charles Schwab Bank
  San Francisco, CA
• 12/2013 → 10/2016
  Hoa Of 1463-1475 Green St
  San Francisco, CA
• 07/2014 → Present
  Dominican University
  San Rafael, CA
• 06/2015 → Present
  Uc Davis
  Davis, CA
• 08/2016 → Present
  Real Estate/Property Management
  San Francisco, CA

Other Businesses

1) Wichita State University | Investment Related:No|1845 Fairmount St.|wichita|KS|67260|USA|Education|Advisory Board Member|2/2/2020|Less than 20|0|Help create better class curriculum and better target branding to new students

Exams

• S66 Uniform Combined State Law Examination
  2005-10-10
• S63 Uniform Securities Agent State Law Examination
  1996-08-13

Other Names

• Michael Anthony Riahi
• Michael Anthony Davis