BS
CFP
BS
CFP

Brandon Schwartz

24 Years of Experience
Reno, NV
Broker

Brandon Schwartz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

595 Humboldt St Ste 200, Reno, NV, 89509

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Wells Fargo Advisors
August 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
May 2010 - August 2025 · 15 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2010 - August 2025 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2010 · 7 mos
Banc of America Investment Services, INC.
June 2008 - October 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
June 2008 - October 2009 · 1 yr 4 mos
Wells Fargo Investments, LLCBroker
September 2005 - June 2008 · 2 yrs 9 mos
Wells Fargo Investments, LLC
September 2005 - June 2008 · 2 yrs 9 mos
Morgan Stanley
June 2002 - August 2005 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 2002 - August 2005 · 3 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
August 2001 - June 2002 · 10 mos
State Registrations10 states
AZCAFLKSNCNMNVORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brandon Schwartz - Financial Advisor | TrueAdvisor