TrueAdvisor
TrueAdvisor
BR
BR

Brian Rabbito

Charles Schwab & CO., INC.
17 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Brian Rabbito is a registered investment advisor at Charles Schwab & CO., INC., based in Miami, FL, with 17 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.

Charles Schwab & CO., INC.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

801 Brickell Ave, Suite 640, Miami, FL, 33131

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2026
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Charles Schwab & CO., INC.
February 2013 - Present · 13 yrs 8 mos
Charles Schwab & CO., INC.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
AXA Advisors, LLC
January 2013 - January 2013 · 0 mos
AXA Advisors, LLCBroker
May 2009 - January 2013 · 3 yrs 8 mos
State Registrations21 states
CACOCTDCFLGAILMAMDMEMINCNJNYOHPAPRSCTXVAWI
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.
More Advisors
More financial advisors in Miami, FL →All financial advisors in Florida →