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Bryan David Pitney

Charles Schwab & CO., Inc.

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About Bryan David Pitney

Bryan Pitney is a financial professional with over 16 years of experience in the financial services industry. Bryan has been registered with Charles Schwab & Co., Inc. since 2022. Before joining Charles Schwab & Co., Inc., Bryan worked at TD AMERITRADE, INC., ING FINANCIAL PARTNERS, INC., ING FINANCIAL ADVISERS, LLC, and AMERIPRISE FINANCIAL SERVICES, INC. Bryan holds a Series 7, Series 24, Series 52TO, Series 53, and Series 66 licenses. Bryan is also a Certified Financial Planner.

Firm Information

Bryan Pitney 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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Bryan Pitney’s Registration & Firm History

RI

01/26/2022 - Present

Charles Schwab & CO., Inc. (Providence RI)

RI

10/15/2013 - 07/29/2024

TD AMERITRADE, INC. (Providence RI)

CT

12/16/2010 - 09/19/2013

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

07/09/2008 - 12/31/2010

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

MA

10/27/2006 - 02/07/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)

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Licenses & Designations

BOTH

Issued 09/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/19/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2006

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 David Pitney.
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