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Bryce Caleb Howard

Charles Schwab & CO., Inc.

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About Bryce Caleb Howard

Bryce Howard is a financial advisor with Charles Schwab & CO., Inc. located in Cottonwood Heights, UT. Bryce has been in the financial services industry since 2018. Bryce has a Series 7, 66 and SIE license and is registered in 6 states, including Utah, California, Colorado, Montana, Wyoming and Nevada. Bryce's experience includes working for TD Ameritrade, Inc., Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryce is also involved in the pharmaceutical research space, where he participates in compensated studies as a research subject. Bryce is a dedicated financial advisor who works hard to help clients reach their financial goals.

Firm Information

Bryce Howard 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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Bryce Howard’s Registration & Firm History

UT

08/22/2022 - Present

Charles Schwab & CO., Inc. (Cottonwood Heights UT)

UT

06/28/2022 - 07/29/2024

TD AMERITRADE, INC. (Cottonwood Heights UT)

UT

11/05/2019 - 05/03/2022

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

NV

11/01/2018 - 05/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSON NV)

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Licenses & Designations

BOTH

Issued 12/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/25/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bryce Caleb Howard.
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