Michael Asoulin, financial advisor Forest Hills NY
93 score

Michael Asoulin

CRD Number: 5439624
Current Firm: Charles Schwab & Company, Inc.

Michael Asoulin (CRD# 5439624) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Forest Hills, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Forest Hills, NY Dec 2015 - Current 1
Charles Schwab & Company, Inc. Forest Hills, NY Dec 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Feb 2015 - Dec 2015 < 1
Morgan Stanley Smith Barney Anchorage, AK Aug 2012 - Feb 2015 2
Kelly Services New Hampton, CT Mar 2011 - Jul 2012 1
Wells Fargo Advisors LLC Hamden, CT Oct 2010 - Mar 2011 < 1
Unemployed St. Louis, MO Jun 2009 - Oct 2010 1
Edward Jones St. Louis, MO May 2009 - Jun 2009 < 1
Davis Securities LLC New York, NY Oct 2008 - May 2009 < 1
Unemployed Forest Hills, NY May 2008 - Sep 2008 < 1
University At Buffalo Law School Buffalo, NY Sep 2005 - May 2008 2
Smith Barney Buffalo, NY Sep 2007 - Dec 2007 < 1
Blaustein & Saltzman New York, NY Jun 2007 - Aug 2007 < 1
Chlaccia & Fleming Buffalo, NY Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Michael A. Asoulin
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
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, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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