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Brandon James Tancredi

Charles Schwab & CO., Inc.

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About Brandon James Tancredi

Brandon James Tancredi is a financial professional with over 20 years of experience in the industry. Currently, Brandon Tancredi is registered with Charles Schwab & Co., Inc. and works out of the Lone Tree, CO branch. Prior to joining Charles Schwab & Co., Inc. Brandon Tancredi was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Denver, CO. Brandon Tancredi has passed a number of industry exams including the Series 63, Series 26 and Series 6 exams. Brandon Tancredi holds licenses to conduct business in California and Colorado.

Firm Information

Brandon Tancredi is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brandon Tancredi’s Registration & Firm History

CO

08/03/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

06/10/1999 - 12/09/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 05/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon James Tancredi.
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