Bryan Skoruppa, financial advisor Oceanside CA

Bryan Skoruppa

CRD Number: 4574939
Current Firm: Schwab Wealth Advisory, Inc.

Bryan Skoruppa (CRD# 4574939) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Oceanside, CA and has over 21 years of experience in the finance industry. Bryan Skoruppa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Richard Jensen, financial advisor Oceanside CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Similar Advisors
Mark Richards, financial advisor Oceanside CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Scott Butera, financial advisor Oceanside CA
Scott C. Butera
CRD# 2946276
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Schwab Wealth Advisory, Inc. Oceanside, CA Jun 2022 - Current 1
Charles Schwab & Company, Inc. Oceanside, CA May 2020 - Current 3
Charles Schwab Bank, Ssb San Diego, CA May 2020 - Jun 2022 2
Usaa Investment Management Company Oceanside, CA Jan 2018 - May 2020 2
Usaa Financial Planning Services Oceanside, CA Jan 2007 - May 2020 13
Usaa Financial Advisors, Inc. Oceanside, CA Jan 2007 - May 2020 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Bryan W. Skoruppa
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

Ready to hire a financial advisor? Get competitive proposals from Bryan Skoruppa and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.