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Bryan Alzate

Schwab Wealth Advisory, Inc.

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About Bryan Alzate

Bryan Alzate is a financial advisor with Schwab Wealth Advisory, Inc. Bryan has been in the industry since 2016 and is registered with FINRA and the state of New Jersey, Texas, and many others. Bryan holds the Series 7 and 66 securities licenses. Bryan has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Santander Securities LLC, National Securities Corporation, and Edward Jones.

Firm Information

Bryan Alzate 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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Bryan Alzate’s Registration & Firm History

NJ

11/28/2022 - Present

Schwab Wealth Advisory, Inc. (JERSEY CITY NJ)

NJ

02/25/2021 - 11/02/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)

NY

06/30/2017 - 03/01/2021

SANTANDER SECURITIES LLC (STATEN ISLAND NY)

NJ

03/07/2017 - 06/21/2017

NATIONAL SECURITIES CORPORATION (MORGANVILLE NJ)

FL

06/16/2016 - 01/25/2017

EDWARD JONES (KISSIMMEE FL)

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Licenses & Designations

BOTH

Issued 07/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2016

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 Bryan Alzate.
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