Brandon L Deramo

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

• 08/2013 → 05/2017
  Suny Farmingdale
  Farmingdale, NY
• 05/2015 → 09/2016
  Infocubic
  Greenwood Village, CO
• 06/2017 → 10/2017
  Axa Advisors, Llc
  New York, NY
• 10/2017 → 11/2017
  Unemployed
  Smithtown, NY
• 12/2017 → 11/2018
  Morgan Stanley
  Melville, NY
• 01/2018 → 11/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2019 → 12/2022
  Td Ameritrade, Inc.
  Lake Grove, NY
• 11/2018 → 02/2019
  Unemployed
  Smithtown, NY
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Lake Grove, NY
• 02/2021 → 12/2022
  Td Ameritrade Investment Management, Llc
  Lake Grove, NY
• 10/2022 → Present
  Charles Schwab Bank, Ssb
  Lake Grove, NY
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Lake Grove, NY

Previous Registrations

• 2019-02-15 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Smithtown, NY
  Lake Grove, NY
• 2019-02-15 → 2022-10-14
  Td Ameritrade, Inc.
  Lake Grove, NY
• 2018-01-18 → 2018-11-29
  Morgan Stanley
  Melville, NY
• 2017-08-25 → 2017-10-31
  Equitable Advisors, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-08-17

Other Names

• Brandon Deramo
• Brandon Louis Deramo