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Dominic Stuart kimball Bragg

Schwab Wealth Advisory, Inc.

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About Dominic Stuart kimball Bragg

Dominic Bragg is a financial advisor who has been working in the industry since October 29, 2018. Dominic Bragg is currently registered with Schwab Wealth Advisory, Inc. and is licensed to provide advisory services in the state of Florida. Dominic Bragg previously worked at Fidelity Brokerage Services LLC and has held various positions at Northwestern Mutual, University of Florida, Erasmus University, Van Lanschot Kempen and Fidelity Investments. Dominic Bragg has a strong background in finance and has a passion for helping clients achieve their financial goals.

Firm Information

Dominic Bragg 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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Dominic Bragg’s Registration & Firm History

FL

08/26/2021 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

11/05/2020 - 07/12/2021

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

07/18/2016 - 08/13/2018

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 09/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2018

Series 4 - Registered Options Principal Examination

BC

Issued 11/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2016

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 Dominic Stuart kimball Bragg.
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