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Michelle J Bartel

Charles Schwab & CO., Inc.

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About Michelle J Bartel

Michelle Bartel has been in the financial industry since 2001 and is currently a registered representative with Charles Schwab & Co., Inc.. Michelle's experience includes working with Citigroup Investment Services, Morgan Stanley DW Inc., and NYLife Securities Inc. in the past. Michelle holds Series 6, 7, 31 and 66 licenses and is currently registered to provide investment advice in 29 states. Michelle also serves on the advisory council for John Muir Health and is on the board of directors for Eco Thrive Initiatives.

Firm Information

Michelle Bartel 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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Michelle Bartel’s Registration & Firm History

NV

02/05/2021 - Present

Charles Schwab & CO., Inc. (Reno NV)

NY

09/26/2005 - 10/05/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

08/08/2001 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/11/2001 - 08/15/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 10/09/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michelle J Bartel. Review regulatory record here.
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