Michael Savage, financial advisor Boston MA

Michael Savage

CRD Number: 1592660
Current Firm: Charles Schwab & Company, Inc.

Michael Savage (CRD# 1592660) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Investment Advisory, Inc. Boston, MA Jan 2020 - Current 1
Charles Schwab & Company, Inc. Boston, MA Oct 2012 - Current 9
Social Finance, Inc. San Francisco, CA Jun 2012 - Oct 2012 < 1
Sofi Securities LLC New York, NY Jun 2012 - Oct 2012 < 1
Unemployed Boston, MA Mar 2011 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Michael A. Savage
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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