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CFP
AB
CFP

Adam Breazeale

Schwab Wealth Advisory, INC.
18 Years of Experience
Panama City Beach, FL
Broker
View SEC Summary
View SEC Summary

Adam Breazeale is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Panama City Beach, FL, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Schwab Wealth Advisory, INC.
Compensation
N/A
Firm Size
1654 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.

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Location

Panama City Beach, FL

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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
Schwab Wealth Advisory, INC.
January 2023 - Present · 3 yrs 9 mos
Charles Schwab & CO., INC.
November 2018 - Present · 7 yrs 11 mos
Charles Schwab & CO., INC.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2021 - January 2023 · 2 yrs
Schwab Private Client Investment Advisory, INC.
November 2018 - February 2021 · 2 yrs 3 mos
Fifth Third Securities, INC.
December 2017 - October 2018 · 10 mos
Fifth Third Securities, INC.Broker
December 2017 - October 2018 · 10 mos
CUNA Brokerage Services, INC.
August 2016 - December 2017 · 1 yr 4 mos
CUNA Brokerage Services, INC.Broker
August 2016 - December 2017 · 1 yr 4 mos
Strategic Advisers, INC.
September 2009 - June 2016 · 6 yrs 9 mos
Fidelity Brokerage Services LLCBroker
March 2008 - June 2016 · 8 yrs 3 mos
David Lerner Associates, INC.Broker
November 2007 - January 2008 · 2 mos
State Registrations3 states
FLGATX
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.
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Adam Breazeale - Financial Advisor | TrueAdvisor