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Michael Verdeschi

Director at Charles Schwab Investment Management

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Michael Verdeschi is Director of Charles Schwab Investment Management, Inc, a San Francisco investment adviser managing $1.72T. Michael Verdeschi has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Charles Schwab Investment Management

Title on Schedule A
Director
Control
Michael Verdeschi is a control person of Charles Schwab Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Michael Verdeschi has held the filed role since October 2024.

The firm

Charles Schwab Investment Management, Inc
San Francisco, CA

Form ADV filed 30 March 2026

$1.72T AUM856,597 clients175 advisers14 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO and Series 27 · 2024
  2. Passed SIE · 2018
  3. Passed Series 7 and Series 63 · 2003

Registrations and exams

Broker registration; no current adviser registration. Michael Verdeschi has passed 5 qualifying exams.

Examinations

Series 6319 May 2003
Name
Uniform Securities Agent State Law Examination
Series 2721 September 2024
Name
Financial and Operations Principal Examination
Series 99TO19 August 2024
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 722 April 2003
Name
General Securities Representative Examination

Individual record

Full name
Michael Daniel Verdeschi
CRD
4570777
Firm
Charles Schwab Investment Management, Inc
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Michael Verdeschi work?

Michael Verdeschi has been Director of Charles Schwab Investment Management, Inc since October 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Michael Verdeschi have a current investment-adviser registration?

Michael Verdeschi has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Michael Verdeschi passed?

Michael Verdeschi has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 99TO and Series 27. The earliest, the Series 7, was passed in April 2003.

Source: IAPD individual record, checked 17 October 2026

Leadership at Charles Schwab Investment Management

Sources

  1. IAPD individual record, CRD 4570777. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Charles Schwab Investment Management, Inc, filed 30 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Michael Verdeschi or Charles Schwab Investment Management, Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.