Best Investors Account Sign in
Inactive

Francis Paul Brown

Schwab Wealth Advisory, Inc.

Tyson Corner, VA

CRD 8081803

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
VA RA APPROVED 2025-11-26
  • VA RA
    APPROVED
    Since 2025-11-26

Branch Locations

1650 Tysons Blvd, Suite #150 & #180, Tyson Corner, VA 22102 • 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
Charles Shwab & Co., Inc Tyson Corner VA 04/2025 Present
Schwab Wealth Advisory, Inc Tyson Corner VA 04/2025 Present
Brown Advisory Washington DC 12/2022 04/2025
Key Private Bank Denver CO 04/2012 11/2022
  • 04/2025 → Present
    Charles Shwab & Co., Inc
    Tyson Corner, VA
  • 04/2025 → Present
    Schwab Wealth Advisory, Inc
    Tyson Corner, VA
  • 12/2022 → 04/2025
    Brown Advisory
    Washington, DC
  • 04/2012 → 11/2022
    Key Private Bank
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-26
  • S65 Uniform Investment Adviser Law Examination
    2025-11-26

View on SEC IAPD

Nearby Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

More in Tyson Corner, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor