BB
BB

Brandon Brindley

5 Years of Experience
Saint Louis, MO
Broker

Brandon Brindley is a registered investment advisor at Schwab Wealth Advisory, INC., based in Saint Louis, MO, with 5 years of industry experience. Brandon 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, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

500 Maryville University Drive, Saint Louis, MO, 63141

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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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Other Business Activities

Brandon works as a pickleball coach for Vetta Racquet Sports since 2022, dedicating about 10-20% of his time. He coaches various levels of players and assists with leagues and clinics.

Employment History
Current Registrations
Schwab Wealth Advisory, INC.
April 2024 - Present · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
TD Ameritrade, INC.Broker
January 2021 - December 2023 · 2 yrs 11 mos
State Registrations51 states
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Exams
No exam information available for this advisor.