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Brent Eric Cassell

Charles Schwab & CO., Inc.

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About Brent Eric Cassell

Brent Eric Cassell is a financial advisor with over 20 years of experience. Brent has been registered with Charles Schwab & CO., Inc. since 1999. Brent has held various positions within Charles Schwab & CO., Inc. before starting his current role with Charles Schwab & CO., Inc. in 2008. Brent has a proven track record of success in the financial services industry. Brent is also registered to offer investment advisory services in multiple states. Brent has earned the Series 63, Series 66, and Series 7 licenses as well as the SIE exam. Brent holds two designations: and .

Firm Information

Brent Cassell 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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Brent Cassell’s Registration & Firm History

HI

03/23/2021 - Present

Charles Schwab & CO., Inc. (Honolulu HI)

TX

02/22/1999 - 10/15/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

07/13/1998 - 12/21/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2008

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 Brent Eric Cassell.
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