Brady Jay Clar

Current Employers

Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-06
FL	RA	APPROVED	2018-12-19

TX RA
APPROVED_RES

Since 2020-01-06
FL RA
APPROVED

Since 2018-12-19

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Winter Park	FL	11/2012	11/2018
Morgan Stanley Private Bank, N.A.	New York	NY	06/2016	11/2018
Charles Schwab & Co., Inc.	Orlando	FL	11/2018	Present
Schwab Wealth Advisory, Inc.	Orlando	FL	11/2018	Present

11/2012 → 11/2018

Morgan Stanley

Winter Park, FL
06/2016 → 11/2018

Morgan Stanley Private Bank, N.A.

New York, NY
11/2018 → Present

Charles Schwab & Co., Inc.

Orlando, FL
11/2018 → Present

Schwab Wealth Advisory, Inc.

Orlando, FL

Previous Registrations

2013-10-21 → 2018-11-27

Morgan Stanley

Winter Park, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-18
S63	Uniform Securities Agent State Law Examination	1999-11-09

S66 Uniform Combined State Law Examination

2013-10-18
S63 Uniform Securities Agent State Law Examination

1999-11-09

Designations

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews