Brian Lovit

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

• 03/2014 → 04/2018
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Florham Park, NJ
• 06/2014 → 05/2018
  Bank Of America, N.A.
  Florham Park, NJ
• 05/2018 → Present
  Charles Schwab & Co., Inc.
  Jersey City, NJ

Previous Registrations

• 2014-04-14 → 2018-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
  Boonton, NJ
  Denville, NJ
  Roseland, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-04-10
• S63 Uniform Securities Agent State Law Examination
  1994-03-17

Other Names

• Brian Lovit
• Brian Paul Lovit