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Brett A Decker

Schwab Wealth Advisory, Inc.

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About Brett A Decker

Brett Decker is a financial advisor with Schwab Wealth Advisory, Inc. Brett Decker has been working in the financial industry since August 25, 2013. Brett Decker has a Series 7, Series 63, and Series 66 license. Brett Decker is registered with FINRA and the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Iowa, Kentucky, Maine, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Brett Decker is also registered with the state of Florida as an Investment Advisor Representative. Brett Decker provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Brett Decker 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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Brett Decker’s Registration & Firm History

FL

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 06/25/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2013

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 Brett A Decker.
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