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Michael Freed

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7672432

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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
TX RA APPROVED 2026-04-23
CO RA APPROVED 2025-11-25
  • TX RA
    APPROVED
    Since 2026-04-23
  • CO RA
    APPROVED
    Since 2025-11-25

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Lone Tree CO 01/2023 Present
Phh Mortgage (Acquired By Ocwe West Palm Beach FL 09/2010 01/2018
Situsamc Denver CO 01/2018 07/2022
Prime Now Llc Seattle WA 02/2020 10/2020
Mef Mortgage Services Llc Thornton CO 07/2022 01/2023
Amazon (Prime Now Llc) Seattle WA 10/2022 12/2022
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 09/2010 → 01/2018
    Phh Mortgage (Acquired By Ocwe
    West Palm Beach, FL
  • 01/2018 → 07/2022
    Situsamc
    Denver, CO
  • 02/2020 → 10/2020
    Prime Now Llc
    Seattle, WA
  • 07/2022 → 01/2023
    Mef Mortgage Services Llc
    Thornton, CO
  • 10/2022 → 12/2022
    Amazon (Prime Now Llc)
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24
Other Names
  • Mike Freed

View on SEC IAPD

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