Michal Ryszard Bartkiewicz

CRD 4128090 · Charles Schwab Investment Management, Inc · Lone Tree, CO

IA RegisteredRegistration inactive

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 9Series 10SIESeries 7
Registered states (1): Colorado
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab Investment Management, Inc
Firm CRD: 106753
SEC number: 801-35905
Assets under management: $1.7T as of Mar 30, 2026
Website: www.thomaspartnersinvestmentmanagement.com ↗
Phone: 800-650-9744
Firm location: San Francisco, CA, 94105

Employment history (4)

From the source registration record · current first

Charles Schwab Investment Management, IncCurrent
Lone Tree, CO · IA capacity

Jun 3, 2026 → present
Schwab Private Client Investment Advisory, Inc.
IA capacity

Jan 3, 2012 → Jun 15, 2020
Charles Schwab & Co., Inc.
BD capacity

Apr 26, 2000 → Jun 15, 2020
Charles Schwab & Co., Inc.
IA capacity

Jan 3, 2006 → Dec 31, 2011

Source & corrections

Where this page comes from

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