Cara Brasor

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

• 12/2007 → 04/2021
  Iva Funds Distributors, Llc
  Boston, MA
• 04/2021 → 08/2023
  Centerstone Investors, Llc
  New York, NY
• 04/2021 → 04/2021
  Northern Lights Distributors, Llc
  Elkhorn, NE
• 08/2023 → 12/2025
  Valeo Financial Advisors, Llc
  Carmel, IN
• 01/2026 → Present
  Schwab Wealth Advisory Inc.
  Indianapolis, IN
• 01/2026 → Present
  Charles Schwab & Co., Inc
  Indianapolis, IN

Previous Registrations

• 2023-09-06 → 2026-01-12
  Valeo Financial Advisors, Llc
  Carmel, IN

Other Businesses

MS. BRASOR IS A MANAGER OF BRASOR INVESTMENTS, LLC LOCATED AT 4706 WASHINGTON BOULEVARD, INDIANAPOLIS IN, 46205. BRASOR INVESTMENTS OWNS A RENTAL PROPERTY THAT IS RENTED THROUGH AIRBNB. THIS NON-INVESTMENT RELATED ACTIVITY WAS STARTED IN MARCH, 2015 AND MS. BRASOR SPENDS 0-3 HOURS PER MONTH DOING BOOK KEEPING AND SCHEDULING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-30

Designations

• Certified Financial Planner

Other Names

• Cara Benincasa Sciortino
• Cara Brasor
• Cara Sciortino
• Cara Benincasa Brasor