Brooke Gabrielle Bailey

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 08/2024
  Wells Fargo Bank, Na
  Mckinney, TX
• 03/2019 → 08/2024
  Wells Fargo Clearing Services, Llc
  Mckinney, TX
• 08/2024 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 12/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 12/2025 → Present
  Charles Schwab Bank
  Westlake, TX
• 12/2025 → Present
  Charles Schwab Premier Bank
  Westlake, TX

Previous Registrations

• 2024-09-12 → 2025-12-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 2022-07-13 → 2024-08-23
  Wells Fargo Clearing Services, Llc
  Mckinney, TX
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-13
• S63 Uniform Securities Agent State Law Examination
  2019-08-08

Other Names

• Brooke Gabrielle Bailey
• Brooke Gabrielle Gibson