Bradley Franklin Reese

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

• 10/2007 → 06/2024
  Td Ameritrade Inc.
  Westlake, TX
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Westlake, TX
• 08/2026 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Previous Registrations

• 2015-06-25 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Westlake, TX
• 2015-06-24 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Chicago, IL
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
• 2007-04-18 → 2007-10-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-06-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Brad Reese