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Brian Zachary Cox

Charles Schwab & CO., Inc.

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About Brian Zachary Cox

Brian Zachary Cox is a Registered Representative at Charles Schwab & Co., Inc. Brian has been in the financial services industry since July 2024. Brian is registered in New York. Brian specializes in portfolio management for individuals and financial planning. Brian's previous employment includes Paychex Inc, IDEX Health and Science, U.S. Army, K2 Brothers Brewing, and Charles Schwab & Co., Inc. Brian is also a registered representative for Charles Schwab Bank, SSB. Brian holds a Series 66 license.

Firm Information

Brian Cox 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 Cox’s Registration & Firm History

NY

10/30/2024 - Present

Charles Schwab & CO., Inc. (Pittsford NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Zachary Cox.
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