Cailley Fair Bryan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2021 → 05/2022
  Baylor University
  Waco, TX
• 08/2020 → 12/2020
  Cupertino Dental Group
  Cupertino, CA
• 07/2020 → 10/2020
  Nothing Bundt Cakes
  Los Gatos, CA
• 01/2012 → 07/2020
  Student
  Saratoga, CA
• 01/2021 → 05/2021
  Student
  Waco, TX
• 06/2021 → 08/2021
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 11/2022 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Designations

• Certified Financial Planner