AB
AB
Armand Bryant
15 Years of Experience
San Diego, CA
2 DisclosuresBroker
Armand Bryant is a registered investment advisor at Charles Schwab & CO., INC., based in San Diego, CA, with 15 years of industry experience. Armand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Diego, CA
Get directionsHistory
Regulatory History (2)
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
January 2019Denied
Customer Dispute
June 2018Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2024 - Present · 2 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2024 - Present · 2 yrs 4 mos
Charles Schwab & CO., INC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2022 - January 2023 · 1 yr
Charles Schwab & CO., INC.
January 2022 - January 2023 · 1 yr
TD Ameritrade, INC.Broker
February 2018 - May 2024 · 6 yrs 3 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2023 · 5 yrs 7 mos
TD Ameritrade, INC.
February 2018 - October 2022 · 4 yrs 8 mos
Scottrade Investment Management
May 2017 - February 2018 · 9 mos
Scottrade, INC.Broker
May 2017 - February 2018 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - February 2017 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - February 2017 · 2 yrs 1 mo
Morgan Stanley
September 2013 - December 2014 · 1 yr 3 mos
Morgan StanleyBroker
July 2013 - December 2014 · 1 yr 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.