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Brian J Crary

Charles Schwab & CO., Inc.

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About Brian J Crary

Brian Crary is a financial advisor currently registered with Charles Schwab & CO., Inc. Brian has been in the financial industry since October 2007. Brian has a series 6, 7TO, and 66 licenses and holds active registrations in the state of Illinois, Arizona, Colorado, Florida, Michigan, Minnesota, New York, Texas, and Wisconsin. Previously, Brian was employed with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Brian has specialized in the financial planning and portfolio management for individual clients.

Firm Information

Brian Crary 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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Brian Crary’s Registration & Firm History

IL

02/12/2025 - Present

Charles Schwab & CO., Inc. (Lake Zurich IL)

IL

10/01/2012 - 01/08/2023

J.P. MORGAN SECURITIES LLC (CRYSTAL LAKE IL)

IL

05/10/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LAKE ZURICH IL)

IL

09/13/2005 - 06/08/2009

CHASE INVESTMENT SERVICES CORP. (LAKE ZURICH IL)

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Licenses & Designations

BOTH

Issued 05/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brian J Crary.
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