Brian Edward Crume

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 08/2017
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 06/2013 → 08/2017
  Schwab Private Client Advisory Inc.
  Lone Tree, CO
• 07/2000 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 09/2017 → 12/2020
  Charles Schwab Trust Company
  Henderson, NV
• 12/2020 → 12/2020
  Charles Schwab Trust Company Of Delaware
  Henderson, NV
• 11/2010 → 12/2020
  Charles Schwab Bank, Ssb
  Henderson, NV

Previous Registrations

• 2013-07-08 → 2017-09-05
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2001-01-17 → 2013-07-09
  Charles Schwab & Co., Inc.
  Englewood, CO
  Los Altos, CA
  Englewood, CO
  Englewood, CO
  Los Altos, CA
  Lone Tree, CO

Other Businesses

1) Landlord | Investment Related:No|37 E Bradley|Miramar Beach|Fl|82550|USA|Real Estate (Non-Agent/Broker)|Landlord|9/1/2024|Less than 20|0|Deposit a rent check, 2) Landlord | Investment Related:No|485 Gulf Shore Dr Unit 202 |destin|Florida|32541|USA|Real Estate (Non-Agent/Broker)|Landlord|5/27/2025|Less than 20|0|Deposit check from property management company

Exams

• S66 Uniform Combined State Law Examination
  2000-12-20
• S63 Uniform Securities Agent State Law Examination
  1998-04-23

Designations

• Certified Financial Planner

Other Names

• Brian Crume