Michael C Boggio
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael C. Boggio is an investment adviser representative with Charles Schwab & Co., Inc. in Bethesda, MD, where they have been registered since 2023. They have worked in the securities industry since 2006 and have been registered with 7 firms, including MML Investors Services, LLC and Capital Investment Advisory Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Maryland and North Carolina.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland, North Carolina
- Broker:
22 states and territories
California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Texas, Virginia, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Irongate Partners, Inc.Jun 2012 – Nov 2016Wilmington, NC
- Capital Investment Group, Inc.Jul 2012 – Nov 2018Wilmington, NC
- Capital Investment Advisory Services, LLCJan 2017 – Nov 2018Wilmington, NC
- Massmutual LIFE Insurance CoNov 2018 – Feb 2022Wilmington, NC
- MML Investors Services, LLCNov 2018 – Feb 2022Wilmington, NC
- Truist Life Insurance ServicesMay 2022 – Feb 2023Harrisburg, PA
- P.J. Robb Variable Corp.Jun 2022 – Feb 2023Wilmington, NC
- Charles Schwab Bank SSBJul 2023 – no end date reportedBethesda, MD
- Charles Schwab & Co., IncJul 2023 – no end date reportedBethesda, MD
- UnemployedMar 2023 – Jun 2023Wilmington, NC
Official records & sources
Data as of August 11, 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 Bethesda, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael C Boggio 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.
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