Brian Bakaysa (CRD# 2229118) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boston, MA and has over 30 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 7339646
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Indianapolis, IN | Jun 2002 - Current | 21 |
| Charles Schwab Investment Advi | Indianapolis, IN | May 2022 - Feb 2023 | < 1 |
| Charles Schwab Investment Advisory, Inc. | Indianapolis, IN | Jan 2021 - Feb 2023 | 2 |
| Charles Schwab Bank | Indianapolis, IN | Sep 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- FL
- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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