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Adam Shane Breazeale

Schwab Wealth Advisory, Inc.

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About Adam Shane Breazeale

Adam Breazeale is a financial advisor with Schwab Wealth Advisory, Inc. He is a Certified Financial Planner and has been working in the financial industry since 2008. Adam has been with Schwab Wealth Advisory, Inc. since 2022, but he has previous experience at CUNA Brokerage Services, Inc., Fifth Third Securities, Inc., and Fidelity Brokerage Services LLC. Adam is licensed to provide financial advice in Florida, Georgia, and Texas. He specializes in providing financial advice to individuals and businesses.

Firm Information

Adam Breazeale is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Adam Breazeale’s Registration & Firm History

FL

01/24/2023 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

TN

12/13/2017 - 10/05/2018

FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)

TN

08/26/2016 - 12/12/2017

CUNA BROKERAGE SERVICES, INC. (Franklin TN)

CA

03/24/2008 - 06/22/2016

FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)

FL

11/01/2007 - 01/09/2008

DAVID LERNER ASSOCIATES, INC. (CORAL SPRINGS FL)

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Licenses & Designations

BOTH

Issued 09/14/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Adam Shane Breazeale.
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