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Scott Michael Antin

Charles Schwab & CO., Inc.

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About Scott Michael Antin

Scott Michael Antin has been in the financial services industry since October 27, 1992. Antin is currently registered with Charles Schwab & CO., Inc. and has been with the firm since February 27, 1997. Previously, Antin was registered with GFA Securities, LLC, D.H. Blair & CO., Inc., Brenner Securities Corporation, Thomas James Associates, Inc. and M.S. Farrell & Company, Inc. Antin holds the Series 7 and Series 63 securities licenses.

Firm Information

Scott Antin 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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Scott Antin’s Registration & Firm History

NY

01/02/2019 - Present

Charles Schwab & CO., Inc. (New York City NY)

NY

01/26/2005 - 07/21/2014

GFA SECURITIES, LLC (NEW YORK NY)

TX

02/27/1997 - 11/22/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

12/08/1994 - 02/26/1997

D. H. BLAIR & CO., INC. (NEW YORK NY)

NA

03/21/1994 - 07/11/1994

BRENNER SECURITIES CORPORATION

NA

11/30/1993 - 02/24/1994

THOMAS JAMES ASSOCIATES, INC.

NY

01/07/1993 - 02/24/1994

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NY

02/21/1992 - 01/22/1993

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 03/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1992

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 Scott Michael Antin.
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