Brent Dean Clark

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:

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

Current Employers

Employment History

• 12/1995 → 07/2021
  Fidelity Brokerage Services, Inc.
  Irving, TX
• 12/1995 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2022 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 06/2021 → 03/2022
  Unemployed
  Castle Pines, CO

Previous Registrations

• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2000-04-25 → 2018-07-13
  Strategic Advisers Llc
  Lone Tree, CO
  Greenwood Village, CO
  Littleton, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-10
• S63 Uniform Securities Agent State Law Examination
  1995-09-27

Designations

• Certified Financial Planner