Brandon H Lustgarten

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

• 01/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2011 → Present
  University Of North Florida
  Jacksonville, FL
• 07/2016 → 10/2016
  Chrysler Jeep Dodge
  Jacksonville, FL
• 05/2017 → 01/2018
  Cracker Barrel
  Boynton Beach, FL
• 02/2019 → 06/2024
  Td Ameritrade
  Nashville, TN
• 08/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2019-03-12 → 2021-10-20
  Td Ameritrade, Inc.
  Nashville, TN
• 2019-03-12 → 2021-10-20
  Td Ameritrade Investment Management, Llc
  Brentwood, TN
  Nashville, TN
• 2018-05-29 → 2019-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-05-24

Other Names

• Brandon Lustgarten