Brendan Murray Ours

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

• 05/2015 → 05/2023
  Full-Time Education
  Lakewood, OH
• 05/2021 → 08/2021
  Shoreby Yacht Club
  Bratenahl, OH
• 09/2021 → 12/2022
  Flyer Consulting
  Dayton, OH
• 08/2022 → 05/2023
  University Of Dayton School Of Business
  Dayton, OH
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 05/2025 → Present
  Charles Schwab Bank, Ssb
  Chicago, IL
• 08/2023 → 05/2025
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2023-12-26 → 2025-05-12
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-11-17

Other Names

• Brendan Ours