Best Investors Account Sign in

Bryan Medina

Schwab Wealth Advisory, Inc.

Tysons Corner, VA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-31
VA RA APPROVED 2026-03-07
  • TX RA
    APPROVED
    Since 2026-07-31
  • VA RA
    APPROVED
    Since 2026-03-07

Branch Locations

1650 Tysons Blvd., Tysons Corner, VA 22102 • 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
Unemployed Miami FL 07/2019 07/2019
Jp Morgan Chase Oakton VA 07/2022 02/2024
Full Time Education Miami FL 08/2021 12/2022
Harris Teeter Arlington VA 08/2021 06/2022
Unemployed Miami FL 01/2020 08/2021
Full Time Education Miami FL 08/2014 06/2019
Full Time Education Miami FL 08/2019 12/2019
Full Time Education Miami FL 01/2023 02/2024
Fidelity Investments Washington DC 02/2024 03/2025
Fidelity Investments Washington DC 03/2025 02/2026
Charles Schwab & Co., Inc. Tysons Corner VA 02/2026 Present
Schwab Wealth Advisory, Inc. Tysons Corner VA 02/2026 Present
  • 07/2019 → 07/2019
    Unemployed
    Miami, FL
  • 07/2022 → 02/2024
    Jp Morgan Chase
    Oakton, VA
  • 08/2021 → 12/2022
    Full Time Education
    Miami, FL
  • 08/2021 → 06/2022
    Harris Teeter
    Arlington, VA
  • 01/2020 → 08/2021
    Unemployed
    Miami, FL
  • 08/2014 → 06/2019
    Full Time Education
    Miami, FL
  • 08/2019 → 12/2019
    Full Time Education
    Miami, FL
  • 01/2023 → 02/2024
    Full Time Education
    Miami, FL
  • 02/2024 → 03/2025
    Fidelity Investments
    Washington, DC
  • 03/2025 → 02/2026
    Fidelity Investments
    Washington, DC
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 02/2026 → Present
    Schwab Wealth Advisory, Inc.
    Tysons Corner, VA
Previous Registrations
  • 2025-03-31 → 2026-03-05
    Strategic Advisers Llc
    Arlington, VA
    Washington, DC
    Boston, MA
  • 2024-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Arlington, VA
    Washington, DC
  • 2022-07-19 → 2024-02-23
    Nhabla
    Arlington, VA
    Arlington, VA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-17
S65 Uniform Investment Adviser Law Examination 2022-03-31
  • S66 Uniform Combined State Law Examination
    2024-06-17
  • S65 Uniform Investment Adviser Law Examination
    2022-03-31
Designations

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SEIA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA
SEIA · Tysons, VA

More in Tysons Corner, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor