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Brandon Macho

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-17
  • FL RA
    APPROVED
    Since 2025-10-17

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Ameriprise Financial Services, Llc Minneapolis MN 06/2022 09/2025
Eden Prairie Highschool Eden Prairie MN 07/2015 07/2018
Full Time Education Minneapolis MN 08/2018 05/2022
Lunds Food Holdings Edina MN 10/2016 11/2016
City Of Eden Prairie Eden Prairie MN 05/2019 08/2019
City Of Eden Prairie Eden Prairie MN 05/2021 08/2021
Rbc Capital Markets, Llc Minneapolis MN 05/2021 08/2021
Charles Schwab & Co., Inc. Orlando FL 09/2025 Present
Schwab Wealth Advisory, Inc. Orlando FL 09/2025 Present
  • 06/2022 → 09/2025
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 07/2015 → 07/2018
    Eden Prairie Highschool
    Eden Prairie, MN
  • 08/2018 → 05/2022
    Full Time Education
    Minneapolis, MN
  • 10/2016 → 11/2016
    Lunds Food Holdings
    Edina, MN
  • 05/2019 → 08/2019
    City Of Eden Prairie
    Eden Prairie, MN
  • 05/2021 → 08/2021
    City Of Eden Prairie
    Eden Prairie, MN
  • 05/2021 → 08/2021
    Rbc Capital Markets, Llc
    Minneapolis, MN
  • 09/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
S63 Uniform Securities Agent State Law Examination 2023-01-30
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13
  • S63 Uniform Securities Agent State Law Examination
    2023-01-30
Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

More in Orlando, FL

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