Yusuf Burak Yilmaz

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

• 06/2015 → 07/2018
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 07/2018 → 03/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 04/2025
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2025 → 06/2025
  Unemployed
  Englewood, CO

Previous Registrations

• 2025-03-31 → 2025-04-04
  Strategic Advisers Llc
  Boston, MA
• 2020-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Denver, CO
  Englewood, CO
• 2018-07-13 → 2018-10-26
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-05-24 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2016-05-13
• S63 Uniform Securities Agent State Law Examination
  2015-08-07