Maciel Ian Bryce Porrao

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

• 06/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 02/2017 → 05/2018
  Td Ameritrade
  Saint Charles, IL
• 02/2017 → 02/2018
  Scottrade
  Saint Charles, IL
• 06/2008 → 02/2017
  Unemployed/Full-Time Student
  Yorkville, IL
• 01/2019 → 07/2021
  Charles Schwab & Co., Inc.
  Philadelphia, PA
• 01/2019 → 07/2021
  Charles Schwab Bank
  Philadelphia, PA
• 08/2021 → 02/2022
  Fisher Investments
  Tampa, FL
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  Spring Hill, FL
• 03/2022 → Present
  Charles Schwab Bank, Ssb
  Spring Hill, FL

Previous Registrations

• 2021-08-31 → 2022-02-08
  Fisher Investments
  Tampa, FL
  Plano, TX
• 2019-05-20 → 2021-07-13
  Charles Schwab & Co., Inc.
  Bridgewater, NJ
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-05-18
• S63 Uniform Securities Agent State Law Examination
  2018-09-17

Designations

• Certified Financial Planner

Other Names

• Maciel Ian Bryce Porrao
• Maciel Porrao