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Michael James Storm

Schwab Wealth Advisory, Inc.

Richfield, OH

CRD 7481440

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-05
  • OH RA
    APPROVED
    Since 2026-08-05

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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
Charles Schwab & Co, Inc. Richfield OH 12/2020 Present
Jcpenney Columbus OH 03/2017 12/2017
Robert Half International Marysville OH 04/2018 11/2020
Student Strongsville OH 08/2016 03/2017
Student Columbus OH 12/2017 04/2018
Charles Schwab Bank, Ssb Richfield OH 09/2025 07/2026
Schwab Wealth Advisory, Inc. Richfield OH 07/2026 Present
  • 12/2020 → Present
    Charles Schwab & Co, Inc.
    Richfield, OH
  • 03/2017 → 12/2017
    Jcpenney
    Columbus, OH
  • 04/2018 → 11/2020
    Robert Half International
    Marysville, OH
  • 08/2016 → 03/2017
    Student
    Strongsville, OH
  • 12/2017 → 04/2018
    Student
    Columbus, OH
  • 09/2025 → 07/2026
    Charles Schwab Bank, Ssb
    Richfield, OH
  • 07/2026 → Present
    Schwab Wealth Advisory, Inc.
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2023-07-10
Other Names
  • Mike Storm

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES

Nearby Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA

Nearby Offices

CHARLES SCHWAB & CO., INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH

More in Richfield, OH

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