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Brandon paul Sudo Cepeda

Charles Schwab & CO., Inc.

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About Brandon paul Sudo Cepeda

Brandon Paul Cepeda is a financial advisor registered with Charles Schwab & Co., Inc. Brandon Paul Cepeda has been in the financial services industry for over six years. Brandon Paul Cepeda has experience with Ameriprise Financial Services, Inc., CETERA ADVISOR NETWORKS LLC, J.P. MORGAN SECURITIES LLC, and Charles Schwab & Co., Inc.. Brandon Paul Cepeda has a Series 7, SIE, and Series 66 license and has experience with financial planning and advisory services.

Firm Information

Brandon paul Cepeda 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 paul Cepeda’s Registration & Firm History

CO

01/21/2025 - Present

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

AZ

03/04/2021 - 02/09/2024

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

NV

10/14/2020 - 10/27/2020

CETERA ADVISOR NETWORKS LLC (LAS VEGAS NV)

NV

11/01/2019 - 10/08/2020

J.P. MORGAN SECURITIES LLC (LAS VEGAS NV)

NV

07/18/2018 - 10/04/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Las Vegas NV)

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Licenses & Designations

BOTH

Issued 10/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon paul Sudo Cepeda.
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