Best Investors Account Sign in

Bryan John Carter

Charles Schwab & Co., Inc.

Tysons Corner, VA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-08-09
  • VA RA
    APPROVED
    Since 2022-08-09

Branch Locations

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments New York NY 09/2007 06/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2022
Charles Schwab & Co., Inc Tysons Corner VA 07/2022 Present
Charles Schwab Bank, Ssb Tysons Corner VA 07/2022 Present
  • 09/2007 → 06/2022
    Fidelity Investments
    New York, NY
  • 07/2018 → 06/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2022 → Present
    Charles Schwab & Co., Inc
    Tysons Corner, VA
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Tysons Corner, VA
Previous Registrations
  • 2018-07-13 → 2022-06-28
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-07-10 → 2018-07-13
    Strategic Advisers Llc
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
S63 Uniform Securities Agent State Law Examination 2008-02-22
  • S66 Uniform Combined State Law Examination
    2011-12-22
  • S63 Uniform Securities Agent State Law Examination
    2008-02-22
Designations
Other Names
  • Bryan J Carter
  • Bryan John Carter
  • Bryan Carter

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA
SEIA · Tysons, VA

More in Tysons Corner, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor