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Bryan Lee Gregston

Charles Schwab & CO., Inc.

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About Bryan Lee Gregston

Bryan Gregston is a financial advisor with Charles Schwab & CO., Inc. Bryan has been in the financial industry since 1993. Bryan is registered with the state of Texas as both a broker-dealer and an investment advisor. Bryan has passed several industry exams including the Series 6, Series 7, Series 63, Series 65 and the SIE exam. Prior to working at Charles Schwab, Bryan was employed with AXA Advisors, LLC and TIAA-CREF Individual & Institutional Services, LLC. Bryan is a financial planner and offers financial planning services to individuals and businesses.

Firm Information

Bryan Gregston 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 Gregston’s Registration & Firm History

TX

07/20/2016 - Present

Charles Schwab & CO., Inc. (Westlake TX)

CO

08/12/2009 - 04/05/2010

AXA ADVISORS, LLC (DENVER CO)

CO

07/09/1992 - 08/28/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

NY

10/19/1994 - 12/31/1995

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/20/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/08/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bryan Lee Gregston.
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