Michael Paul Nelson

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

• 05/2021 → 07/2021
  Bank Of America
  Aurora, CO
• 03/2021 → 05/2021
  Glacier Bancorp
  Durango, CO
• 03/2011 → 09/2019
  City Of Orlando
  Orlando, FL
• 06/2019 → 09/2019
  Hilton Grand Vacations
  Orlando, FL
• 09/2019 → 03/2021
  N/A
  Manchester, NH
• 10/2018 → 12/2018
  Crooked Can Brewing
  Winter Garden, FL
• 08/2022 → 12/2023
  Fidelity Investments
  Broomfield, CO
• 07/2021 → 10/2022
  Bridgewater Highland L.L.C.
  Bentonville, AR
• 04/2024 → 12/2024
  Fidelity Investments
  Greenwood Village, CO
• 11/2023 → 04/2024
  N/A
  Denver, CO
• 05/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 01/2025 → 04/2025
  N/A
  Denver, CO

Previous Registrations

• 2024-07-16 → 2024-12-23
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
  Denver, CO
• 2023-05-24 → 2023-11-30
  Fidelity Personal And Workplace Advisors
  Broomfield, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-04-25
• S63 Uniform Securities Agent State Law Examination
  2022-11-04

Other Names

• Michael Paul Caltagirone
• Michael Paul Nelson
• Michael P Nelson