Brian BakaysaCRD Number: 2229118
Current Firm: Charles Schwab & Company, Inc.
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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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