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Michael S
Series 63, Series 66
Westchester, IL
Charles Schwab
Michael Stella is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Scottrade. Outside of his advisory role, he serves as a board member of his condominium association, participating in operational decision-making. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. Schwab’s scale and integrated structure enable it to provide centralized custody and advisory services to a large client base.
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