Bryan Wiliiam Skoruppa

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2007 → 05/2020
  Usaa Financial Planning Services
  Oceanside, CA
• 01/2007 → 05/2020
  Usaa Financial Advisors, Inc.
  Oceanside, CA
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Oceanside, CA
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Tenmile, OR
• 05/2020 → 06/2022
  Charles Schwab Bank, Ssb
  San Diego, CA
• 06/2022 → Present
  Schwab Wealth Advisory, Inc.
  Tenmile, OR

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
  Oceanside, CA
• 2007-02-21 → 2018-01-08
  Usaa Financial Planning Services
  San Diego, CA
  San Antonio, TX
  Oceanside, CA
• 2006-05-05 → 2007-01-24
  Investment Professionals, Inc.
  San Antonio, TX
  San Marcos, TX
  Buda, TX
  Wimberly, TX
  Seguin, TX
  Kyle, TX
• 2002-09-11 → 2006-02-21
  Ameriprise Financial Services, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2002-09-10

Designations

• Certified Financial Planner

Other Names

• Bryan William Skoruppa
• Bryan Skoruppa