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Brian Miserlian

Schwab Wealth Advisory, Inc.

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About Brian Miserlian

Brian Miserlian is an investment advisor representative with Schwab Wealth Advisory, Inc. Brian has been working in the financial services industry since January 15, 2014. Brian has Series 7 and Series 66 securities licenses and a Series 63 state securities license. Brian's current registrations include Colorado and Texas. Previously, Brian was registered with Fidelity Brokerage Services LLC in Greenwood Village, CO and with CapFinancial Securities, LLC in Raleigh, NC.

Firm Information

Brian Miserlian 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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Brian Miserlian’s Registration & Firm History

CO

11/28/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

NC

08/19/2021 - 10/26/2022

CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)

CO

12/02/2013 - 06/29/2021

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

MN

07/21/1995 - 08/25/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/21/1995 - 08/25/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2013

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 Brian Miserlian.
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