Brian Jeffrey Deutsch

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Short Hills	NJ	07/2013	05/2019
Morgan Stanley Private Bank, National Association	New York	NY	07/2013	05/2019
Fisher Investments	Camas	WA	05/2019	07/2022
Financial Engines Advisors L.L.C.	Santa Clara	CA	07/2022	05/2024
Edelman Financial Engines	Santa Clara	CA	07/2022	05/2024
Tiaa	New York	NY	05/2024	02/2026
Tiaa-Cref Individual & Institutional Services, Llc	New York	NY	05/2024	02/2026
Charles Schwab & Co, Inc	Millburn	NJ	03/2026	Present
Charles Schwab Bank, Ssb	Millburn	NJ	03/2026	Present

07/2013 → 05/2019

Morgan Stanley

Short Hills, NJ
07/2013 → 05/2019

Morgan Stanley Private Bank, National Association

New York, NY
05/2019 → 07/2022

Fisher Investments

Camas, WA
07/2022 → 05/2024

Financial Engines Advisors L.L.C.

Santa Clara, CA
07/2022 → 05/2024

Edelman Financial Engines

Santa Clara, CA
05/2024 → 02/2026

Tiaa

New York, NY
05/2024 → 02/2026

Tiaa-Cref Individual & Institutional Services, Llc

New York, NY
03/2026 → Present

Charles Schwab & Co, Inc

Millburn, NJ
03/2026 → Present

Charles Schwab Bank, Ssb

Millburn, NJ

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-07-16
S66	Uniform Combined State Law Examination	2013-09-27

Other Firms