Bryan Wagner, financial advisor Lake Grove NY

Bryan Wagner

CRD Number: 5789447
Current Firm: Charles Schwab & Company, Inc.

Bryan Wagner (CRD# 5789447) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lake Grove, NY May 2010 - Current 13
Charles Schwab Bank, Ssb Lake Grove, NY May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Bryan J. Wagner
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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