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Brian James Criscione

Charles Schwab & CO., Inc.

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About Brian James Criscione

Brian Criscione is a financial advisor with Charles Schwab & CO., Inc. located in Paramus, New Jersey. Brian has been in the industry since March 2017. Brian is registered with FINRA as a Registered Representative. Brian's primary registration is with Charles Schwab & CO., Inc. and is also a Registered Investment Advisor (RIA) with the state of New Jersey. Brian holds FINRA Series 7, 66 and SIE licenses and is also registered in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia and Wisconsin. Prior to joining Charles Schwab & CO., Inc., Brian worked for UBS Financial Services Inc. Brian is also a financial advisor with a special emphasis on helping individuals and families reach their financial goals through education and financial planning.

Firm Information

Brian Criscione 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 Criscione’s Registration & Firm History

NJ

11/14/2022 - Present

Charles Schwab & CO., Inc. (Paramus NJ)

NJ

02/23/2017 - 10/14/2022

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 03/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2017

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 Brian James Criscione.
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