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Kaija Bruveris

Schwab Wealth Advisory, Inc.

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About Kaija Bruveris

Kaija Bruveris is a financial advisor with Schwab Wealth Advisory, Inc., a registered investment advisor firm. Kaija has been in the financial services industry since 2008 and has experience working with clients in a variety of settings, including Charles Schwab & Co., Inc., AXA Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kaija is registered to provide investment advice in 53 states and is also registered with the Financial Industry Regulatory Authority (FINRA). Kaija has a Series 7 and Series 66 license, as well as the SIE exam. Kaija is committed to providing her clients with personalized financial advice and strategies to help them reach their financial goals.

Firm Information

Kaija Bruveris 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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Kaija Bruveris’s Registration & Firm History

OH

12/26/2023 - Present

Schwab Wealth Advisory, Inc. (Richfield OH)

OH

10/06/2009 - 12/15/2016

CHARLES SCHWAB & CO., INC. (RICHFIELD OH)

OH

05/15/2009 - 09/24/2009

AXA ADVISORS, LLC (AKRON OH)

NJ

03/26/2008 - 03/23/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 04/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Kaija Bruveris. Review regulatory record here.
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