Tomasz Muczynski

CRD 5547209 · Charles Schwab & Co., Inc. · New York City, NY

IA RegisteredBroker

Also appears in the source record as: Thomas Muczynski

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (26): Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Illinois · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Puerto Rico · South Carolina · Texas · Utah · Vermont · Virginia · Washington
Years in the industry (source record): 16
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 & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
New York City, NY · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
New York City, NY · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Sep 24, 2018
Fidelity Brokerage Services LLC
New York, NY · BC capacity

Dec 2, 2011 → Aug 30, 2018
Strategic Advisers LLC
New York, NY · IA capacity

Nov 7, 2013 → Jul 13, 2018
Chase Investment Services Corp.
New York, NY · IA capacity

Mar 23, 2011 → Nov 28, 2011
Chase Investment Services Corp.
New York, NY · BC capacity

Jun 1, 2010 → Nov 28, 2011
John Thomas Financial
New York, NY · BC capacity

Oct 7, 2009 → Mar 23, 2010

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5547209 ↗ FINRA BrokerCheck record for CRD 5547209 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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