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Brian Michael Latorre

Schwab Wealth Advisory, Inc.

Redondo Beach, CA

CRD 5882960

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-22
CA RA APPROVED 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-22
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

Redondo Beach, CA • 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
Charles Schwab & Co., Inc Redondo Beach CA 09/2012 Present
Charles Schwab Bank Torrance CA 09/2014 06/2024
Schwab Wealth Advisory Inc Redondo Beach CA 12/2025 Present
  • 09/2012 → Present
    Charles Schwab & Co., Inc
    Redondo Beach, CA
  • 09/2014 → 06/2024
    Charles Schwab Bank
    Torrance, CA
  • 12/2025 → Present
    Schwab Wealth Advisory Inc
    Redondo Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-02
S63 Uniform Securities Agent State Law Examination 2011-03-03
  • S66 Uniform Combined State Law Examination
    2014-08-02
  • S63 Uniform Securities Agent State Law Examination
    2011-03-03
Designations
  • Certified Financial Planner
Other Names
  • Brian M Latorre

View on SEC IAPD

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