Michael Roussy, financial advisor Lone Tree CO

Michael Roussy

CRD Number: 6649756
Current Firm: Charles Schwab & Company, Inc.

Michael Roussy (CRD# 6649756) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Seattle, WA May 2016 - Current 5
Charles Schwab Bank, Ssb Seattle, WA Apr 2019 - Aug 2021 2
N/a Plano, TX Jan 2016 - May 2016 < 1
Hobby Lobby Plano, TX Jun 2012 - Jan 2016 3
University Of Glasgow Glasgow, Sep 2014 - Sep 2015 1
Genband Plano, TX May 2014 - Aug 2014 < 1
Creighton University Omaha, NE Aug 2010 - May 2014 3
Rgl Forensics Irving, TX May 2013 - Aug 2013 < 1
Creighton University Dept. Of Residence Life Omaha, NE Jan 2011 - May 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Michael D. Roussy
Phone Number: 415-667-7000
Registered State(s):
  • WA
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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