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Brett Richard Billenstein

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
AZ RA APPROVED 2025-08-29
  • TX RA
    APPROVED
    Since 2026-01-06
  • AZ RA
    APPROVED
    Since 2025-08-29

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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
Usaa Financial Advisors, Inc. Phoenix AZ 08/2014 03/2017
Usaa Financial Planning Services Phoenix AZ 08/2014 01/2019
The Vanguard Group, Inc. Scottsdale AZ 01/2019 10/2021
Ally Invest Securities Llc Charlotte NC 11/2021 06/2024
Ally Invest Advisors Charlotte NC 11/2021 06/2024
Gc Education Phoenix AZ 07/2023 12/2024
Usaa Phoenix AZ 06/2024 08/2025
Schwab Wealth Advisory, Inc. Phoenix AZ 08/2025 Present
Charles Schwab & Co., Inc. Phoenix AZ 08/2025 Present
  • 08/2014 → 03/2017
    Usaa Financial Advisors, Inc.
    Phoenix, AZ
  • 08/2014 → 01/2019
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2019 → 10/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 11/2021 → 06/2024
    Ally Invest Securities Llc
    Charlotte, NC
  • 11/2021 → 06/2024
    Ally Invest Advisors
    Charlotte, NC
  • 07/2023 → 12/2024
    Gc Education
    Phoenix, AZ
  • 06/2024 → 08/2025
    Usaa
    Phoenix, AZ
  • 08/2025 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Previous Registrations
  • 2021-11-05 → 2024-06-03
    Ally Invest Advisors
    Charlotte, NC
    Peoria, AZ
    Peoria, AZ
  • 2019-02-07 → 2021-11-10
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 2014-10-23 → 2017-11-30
    Usaa Financial Planning Services
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-06
S63 Uniform Securities Agent State Law Examination 2013-09-21
  • S66 Uniform Combined State Law Examination
    2014-10-06
  • S63 Uniform Securities Agent State Law Examination
    2013-09-21
Designations
Other Names
  • Brett Billenstein
  • Brett Richard Billenstein

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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