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Adam Michael Gill

Investment Adviser Representative at Charles Schwab & Co., Inc.

Richfield, OHCRD #8081616Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Michael Gill is an investment adviser representative with Charles Schwab & Co., Inc. in Richfield, OH, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.

Office

4150 Kinross Lakes Pkwy
Richfield, OH 44286

Advisors at this office: 73

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/29/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/2024
Series 7
General Securities Representative Examination
Passed 8/14/2025
SIE
Securities Industry Essentials Examination
Passed 4/30/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
8/22/2025 – Richfield, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sustainable Transformations
    Dec 2016 – Jan 2017Granville, OH
  2. Full Time Education
    Aug 2016 – May 2017Sarasota, FL
  3. Full Time Education
    Aug 2019 – May 2020Sarasota, FL
  4. Full Time Education
    Aug 2017 – May 2018Sarasota, FL
  5. Full Time Education
    Aug 2020 – May 2021Sarasota, FL
  6. Emcee Electronics
    May 2017 – Jul 2017Venice, FL
  7. Sustainable Transformations
    May 2018 – Aug 2019Mount Gilead, OH
  8. Sustainable Transformations
    May 2020 – Jun 2020Mount Gilead, OH
  9. New College of Florida
    Aug 2020 – May 2021Sarasota, FL
  10. Sustainable Transformations
    May 2021 – Dec 2021Mount Gilead, OH
  11. Kroger
    Mar 2022 – Feb 2024Mount Gilead, OH
  12. Ohio State University
    Nov 2023 – Apr 2025Mansfield, OH
  13. Charles Schwab & Co., Inc.
    May 2025 – no end date reportedRichfield, OH
  14. Charles Schwab Trust Bank
    May 2025 – no end date reportedRichfield, OH

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Richfield, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Michael Gill has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Adam Michael Gill (Charles Schwab & Co.) - Advisor Profile