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Brayan Fernandez Montenegro

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7859080

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-22
  • CO RA
    APPROVED
    Since 2026-05-22

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Schwab Wealth Advisory, Inc. Lone Tree CO 05/2026 Present
N/A Westminster CO 03/2014 05/2019
N/A Alamosa CO 05/2019 01/2024
N/A Fort Lupton CO 01/2024 03/2024
Charles Schwab & Co., Inc Lone Tree CO 03/2024 Present
  • 05/2026 → Present
    Schwab Wealth Advisory, Inc.
    Lone Tree, CO
  • 03/2014 → 05/2019
    N/A
    Westminster, CO
  • 05/2019 → 01/2024
    N/A
    Alamosa, CO
  • 01/2024 → 03/2024
    N/A
    Fort Lupton, CO
  • 03/2024 → Present
    Charles Schwab & Co., Inc
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-07
S63 Uniform Securities Agent State Law Examination 2024-07-31
  • S66 Uniform Combined State Law Examination
    2026-04-07
  • S63 Uniform Securities Agent State Law Examination
    2024-07-31

View on SEC IAPD

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