Brian Todd Fox

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

• 07/2011 → 03/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 05/2004 → 03/2021
  Tiaa
  Denver, CO
• 04/2021 → 05/2021
  Gwfs Equities, Inc
  Greenwood Village, CO
• 04/2021 → 05/2021
  Empower
  Greemwwod, CO
• 07/2021 → Present
  Charles Schwab & Co.,Inc
  Lone Tree, TX
• 07/2021 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO
• 05/2021 → 06/2021
  Menzies, Aviation
  Denver, CO
• 06/2021 → 06/2021
  Adidas
  Lakewood, CO

Previous Registrations

• 2021-04-16 → 2021-05-07
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2007-07-06 → 2021-04-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Denver, CO
  Glendale, CO
  Glendale, CO
  Denver, CO
• 2004-06-18 → 2006-11-03
  Tiaa-Cref Trust Company, Fsb
  Denver, CO
• 2004-03-19 → 2004-05-19
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

1) USSF(United States Soccer Federation) | Investment Related:No|I do not have a specific address as the location would be soccer fields across Colorado|Denver|CO|80120|United States|Sports/Physical Recreation|Soccer Referee|10/16/2023|Less than 20|0|As the referee. serve as final decision-making authority on all facts connected with playing the game of soccer and is the match official with the authority to start and stop play and impose disciplinary action against players and coaches during a match.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-20
• S63 Uniform Securities Agent State Law Examination
  2000-04-14

Other Names

• Brian T Fox
• Brian Todd Fox