Bradley Paul Schluter

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

• 11/2015 → 01/2017
  Angel Oak Capital Advisors
  Atlanta, GA
• 01/2017 → 12/2021
  Unemployed
  San Diego, CA
• 03/2019 → 01/2022
  Unemployed
  San Diego, CA
• 01/2022 → 09/2023
  Td Ameritrade
  San Diego, CA
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  San Diego, CA
• 09/2023 → Present
  Charles Schwab & Co., Inc.
  San Diego, CA

Previous Registrations

• 2023-04-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  San Diego, CA
• 2010-03-29 → 2013-09-04
  Pacific Income Advisers Inc
  San Diego, CA
  El Segundo, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03
• S63 Uniform Securities Agent State Law Examination
  2012-10-09
• S65 Uniform Investment Adviser Law Examination
  2010-03-26

Other Names

• Bradley Paul Schluter
• Bradley Paul Schulter
• Brad Schluter