Adviser and broker representative · Charles Schwab & Co., Inc.
Michael A. Wilson
CRD 6721691 · Coral Gables, FL
At a glance
Michael A. Wilson is an investment adviser representative with Charles Schwab & Co., Inc. in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2016, about 9 years ago. Michael is also registered as a broker representative.
Current advisory firm
- Charles Schwab & Co., Inc.Since December 2016Coral Gables, FL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Charles Schwab & Co., Inc.
- Carlos G. CarrilloCoral Gables
- Anthony ChengCoral Gables
- James P. GallagherCoral Gables
- Cosme L. GomesCoral Gables
- Tomas HrabecCoral Gables
- Armando J. JaenCoral Gables
- Richard D. LarinCoral Gables
- Kenya A. LumbiCoral Gables
Every advisor at Charles Schwab & Co., Inc. →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news, moves and payouts →Financial advisors in Coral Gables, FL →Every Charles Schwab & Co., Inc. advisor in Coral Gables →Advisor Moves: who changed firms this week →