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Michael Omar Malouf

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7464191

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-02
  • CA RA
    APPROVED
    Since 2024-01-02

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Daly City CA 09/2013 04/2019
Cheese Boutique San Francisco CA 04/2019 09/2023
Fit Local Fit San Francisco CA 06/2021 08/2021
Charles Schwab & Co., Inc. Menlo Park CA 09/2023 Present
Charles Schwab Bank, Ssb Menlo Park CA 06/2024 Present
  • 09/2013 → 04/2019
    Unemployed
    Daly City, CA
  • 04/2019 → 09/2023
    Cheese Boutique
    San Francisco, CA
  • 06/2021 → 08/2021
    Fit Local Fit
    San Francisco, CA
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 06/2024 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
  • S66 Uniform Combined State Law Examination
    2023-12-16

View on SEC IAPD

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