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Hunter Michael Ferry

Charles Schwab & CO., Inc.

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About Hunter Michael Ferry

Hunter Ferry is an active investment advisor representative with Charles Schwab & CO., Inc. Hunter has been in the securities industry since October 2, 2019. Hunter has registrations in 53 states, including Colorado and Tennessee for both securities and investment advisory services. Hunter is also registered with FINRA. Previously, Hunter was a registered representative with FIDELITY BROKERAGE SERVICES LLC. Hunter holds the Series 7TO, Series 63, and Series 66 licenses. Hunter has been employed with Charles Schwab & CO., Inc. since April 2021. Hunter has also been employed with Charles Schwab Bank, SSB since March 2023.

Firm Information

Hunter Ferry is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Hunter Ferry’s Registration & Firm History

FL

06/24/2024 - Present

Charles Schwab & CO., Inc. (Naples FL)

TX

08/29/2019 - 04/08/2021

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 04/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Hunter Michael Ferry.
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