Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Ikenna Eberendu

Schwab Wealth Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Ikenna Eberendu

Bradley Eberendu is a financial advisor with Schwab Wealth Advisory, Inc. Bradley has been in the financial industry since 2013. Bradley holds Series 7, Series 9, Series 10, and Series 66 licenses. Bradley's previous experience includes working at TD AMERITRADE, INC.

Firm Information

Bradley Eberendu 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

other

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Eberendu’s Registration & Firm History

TX

03/21/2024 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

10/09/2013 - 12/31/2023

TD AMERITRADE, INC. (Westlake TX)

Not sure if Bradley Ikenna Eberendu is right for you?

Licenses & Designations

BOTH

Issued 10/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/01/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2013

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 Bradley Ikenna Eberendu.
Not sure if Bradley Ikenna Eberendu is right for you?