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Michael Mucci Selvitella

Charles Schwab & CO., Inc.

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About Michael Mucci Selvitella

Michael Selvitella is an investment advisor representative with Charles Schwab & CO., Inc. Michael has been in the industry for over 15 years, and has experience working for several financial institutions. Michael's current registrations are active in New York and Texas. Michael has passed multiple industry exams and is registered with several states. In addition to Charles Schwab & CO., Inc., Michael has previously worked at TD Ameritrade, Inc., TIAA-CREF Individual & Institutional Services, LLC, Nomura Securities International, Inc., and Fidelity Brokerage Services LLC.

Firm Information

Michael Selvitella 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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Michael Selvitella’s Registration & Firm History

NY

01/13/2022 - Present

Charles Schwab & CO., Inc. (Scarsdale NY)

NY

11/17/2017 - 02/28/2019

TD AMERITRADE, INC. (SCARSDALE NY)

NY

11/30/2016 - 10/12/2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

06/07/2011 - 10/04/2016

TD AMERITRADE, INC. (RYE NY)

NY

12/21/2010 - 03/31/2011

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

01/01/2005 - 09/02/2009

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2004

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 Mucci Selvitella.
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