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Tatiana Nikolayevna Brownell

Schwab Wealth Advisory, Inc.

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About Tatiana Nikolayevna Brownell

Tatiana Brownell is a financial advisor at Schwab Wealth Advisory, Inc. Tatiana has been in the financial services industry for over 15 years. Her primary focus is providing financial planning and portfolio management services to individuals and businesses. She is registered to provide investment advice in 31 states. Tatiana is dedicated to building lasting relationships with clients and helping them achieve their financial goals.

Firm Information

Tatiana Brownell 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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Tatiana Brownell’s Registration & Firm History

AZ

01/11/2021 - Present

Schwab Wealth Advisory, Inc. (PHOENIX AZ)

AZ

01/09/2008 - 11/10/2008

GENEOS WEALTH MANAGEMENT, INC. (PHOENIX AZ)

AZ

11/08/2007 - 12/31/2007

SECURITIES AMERICA, INC. (PHOENIX AZ)

PA

10/25/2005 - 12/08/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 09/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/11/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/24/2005

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 Tatiana Nikolayevna Brownell.
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