Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Christopher Brassell

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Christopher Brassell

Michael Christopher Brassell is a financial advisor at Charles Schwab & Co., Inc. with over 25 years of experience in the financial services industry. Michael is registered in Colorado and California. Michael has experience providing financial advice to a variety of clients, including individuals, high-net-worth individuals, and institutions. Michael is also a Registered Representative and holds FINRA Series 7, 9, 10, 55, 63, and 66 licenses. In addition to his role at Charles Schwab & Co., Inc., Michael has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Charles Schwab Bank.

Firm Information

Michael Brassell 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

other

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Brassell’s Registration & Firm History

CO

04/11/2016 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

02/08/2016 - 03/22/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

11/05/1997 - 12/23/2015

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

Not sure if Michael Christopher Brassell is right for you?

Licenses & Designations

BOTH

Issued 04/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/05/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Christopher Brassell.
Not sure if Michael Christopher Brassell is right for you?