Best Investors Account Sign in

Brandon Jeffrey Brindley

Schwab Wealth Advisory, Inc.

Saint Louis, MO

CRD 7299102

Claim This Profile
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
MO RA APPROVED 2024-04-24
  • MO RA
    APPROVED
    Since 2024-04-24

Branch Locations

500 Maryville University Drive, Saint Louis, MO 63141 • 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
Td Ameritrade St. Louis MO 10/2020 12/2022
Repco Solutions St. Louis MO 02/2020 10/2020
Snelling Staffing Services Maryland Heights MO 07/2019 02/2020
Kaizen Consulting Creve Couer MO 01/2019 07/2019
Nelson Tree Service St. Louis MO 09/2016 12/2018
Dorsey Tree Service Florissant MO 06/2016 09/2016
Saint Angela Merici Florissant MO 06/2013 05/2017
Charles Schwab And Co., Inc. St. Louis MO 12/2022 Present
Schwab Wealth Advisory, Inc, St. Louis MO 01/2024 Present
  • 10/2020 → 12/2022
    Td Ameritrade
    St. Louis, MO
  • 02/2020 → 10/2020
    Repco Solutions
    St. Louis, MO
  • 07/2019 → 02/2020
    Snelling Staffing Services
    Maryland Heights, MO
  • 01/2019 → 07/2019
    Kaizen Consulting
    Creve Couer, MO
  • 09/2016 → 12/2018
    Nelson Tree Service
    St. Louis, MO
  • 06/2016 → 09/2016
    Dorsey Tree Service
    Florissant, MO
  • 06/2013 → 05/2017
    Saint Angela Merici
    Florissant, MO
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    St. Louis, MO
  • 01/2024 → Present
    St. Louis, MO
Other Businesses

1) Vetta Racquet Sports | Investment Related:No|10911 Gravois Industrial Ct |Sappington|Missouri|63128|USA|Sports/Physical Recreation|Pickleball Coach|4/4/2022|20-40|0.000000|Coaching multiple different levels of pickleball players ranging from beginners to intermediate levels through drills, leagues and open play. Help critiquing players skills to help them improve to the next level. Run leagues that are utilized for helping clients improve different skillsets in a live game environment. Assist running clinics teacher beginners on the basics of pickleball rules and learning different skills. Assist in clinics called "road to" in order to help improve tournament players for the next level.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-24
S63 Uniform Securities Agent State Law Examination 2021-01-19
  • S66 Uniform Combined State Law Examination
    2024-04-24
  • S63 Uniform Securities Agent State Law Examination
    2021-01-19
Other Names
  • Brandon Jeffrey Brindley

View on SEC IAPD

More in Saint Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor