Michael Philipp Mayer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2021
  Tiaa
  Denver, CO
• 05/2021 → 07/2026
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → 07/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2026 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2025-03-31 → 2026-01-21
  Strategic Advisers Llc
  Greenwood Village, CO
  Aurora, CO
  Boston, MA
• 2021-06-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2016-04-02 → 2021-03-08
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Glendale, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2016-04-02
• S63 Uniform Securities Agent State Law Examination
  2014-07-25

Designations

• Certified Financial Planner

Other Names

• Michael Philipp Mayer
• Michael P Mayer