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Bryan Lawrence Kriet

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 2342609

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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
TX RA APPROVED_RES 2022-01-04
CO RA APPROVED 2017-09-19
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • CO RA
    APPROVED
    Since 2017-09-19

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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 Schwab & Co., Inc. Lone Tree CO 10/1993 Present
Schwab Wealth Advisory Inc Lone Tree CO 09/2017 Present
Previous Registrations
Other Businesses

1) Alterra/Winter Park Competition Center | Investment Related:No|85 Parsenn Road|Winter Park|CO|80482|United States|Sports/Physical Recreation|Winter Park Competition Center / Freestyle (Mogul) Skiing Coach|2/4/2022|20-40|0|My role will be to coach athletes competing in freestyle (mogul) competitions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-05
S63 Uniform Securities Agent State Law Examination 1993-05-28
  • S66 Uniform Combined State Law Examination
    2003-02-05
  • S63 Uniform Securities Agent State Law Examination
    1993-05-28

View on SEC IAPD

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