Best Investors Account Sign in
Inactive

Brijinder Singh Grewal

Schwab Wealth Advisory, Inc.

Newport Beach, CA

San Francisco, CA

CRD 7478770

Claim This Profile
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
CA RA APPROVED 2026-06-05
  • CA RA
    APPROVED
    Since 2026-06-05

Branch Locations

16 Corporate Plaza, Newport Beach, CA 92660 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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. Newport Beach CA 05/2021 Present
Schwab Wealth Advisory, Inc. Newport Beach CA 05/2021 Present
Internal Revenue Service Laguna Niguel CA 10/2008 05/2021
  • 05/2021 → Present
    Charles Schwab & Co., Inc.
    Newport Beach, CA
  • 05/2021 → Present
    Schwab Wealth Advisory, Inc.
    Newport Beach, CA
  • 10/2008 → 05/2021
    Internal Revenue Service
    Laguna Niguel, CA
Other Businesses

Limited partner in LLCs holding real estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-05
  • S65 Uniform Investment Adviser Law Examination
    2026-06-05
Other Names
  • Brijinder Grewal

View on SEC IAPD

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor