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Christopher Brian Fisher

Schwab Wealth Advisory, Inc.

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About Christopher Brian Fisher

Christopher Fisher is a financial advisor who works with Schwab Wealth Advisory, Inc., and has over 2 years of experience in the financial services industry. Christopher has a Series 7 and Series 66 license, and has passed the SIE exam. Christopher is registered with FINRA and is also registered with the state of Texas as an investment advisor representative. Christopher’s current employer is Schwab Wealth Advisory, Inc. Christopher has been working with Charles Schwab since 2018. Before joining Schwab, Christopher worked with Merrill Lynch from 2016 to 2018. Christopher is a Certified Financial Planner.

Firm Information

Christopher Fisher 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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Christopher Fisher’s Registration & Firm History

TX

04/23/2021 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

04/14/2016 - 10/04/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)

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Licenses & Designations

BOTH

Issued 07/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2016

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 Christopher Brian Fisher.
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