Bruce Reynolds

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

• 01/2005 → 07/2022
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 01/2005 → 07/2022
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 07/2022
  Usaa Investment Management Company
  San Antonio, TX
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 11/2023 → 04/2026
  Charles Schwab Bank
  San Antonio, TX
• 04/2026 → Present
  Schwab Wealth Advisory Inc.
  Austin, TX

Previous Registrations

• 2018-01-08 → 2020-06-02
  Usaa Investment Services Company
  San Antonio, TX
• 2005-03-11 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) R&O Logistics | Investment Related:No| 1500 South Zarzamora | San Antonio|Texas |78224|USA |Transport/Storage - Materials|Owner- 50% Partner|4/1/2022|Less than 20|0|provide advice and act as a subject matter expect - no financial services or investment related responsibilities , 2) R&O Tire Services LLC | Investment Related:No|1500 S Zarzamora St. |San Antonio |Texas |78207|USA |Automotive Repair Services|50% owner |4/1/2026|Less than 20|0|I am a silent partner in a Tire company for maintenance of vehicles- repair and service tires

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-28
• S65 Uniform Investment Adviser Law Examination
  2005-03-10

Designations

• Certified Financial Planner

Other Names

• Bruce Edward Reynolds