Brian Schwab, financial advisor Milton FL

Brian Schwab

CRD Number: 2996154
Current Firm: E*trade Capital Management, LLC

Brian Schwab (CRD# 2996154) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Milton, FL and has over 23 years of experience in the finance industry.

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Familywealth Asset Management
Company Name Location Dates Years
E*trade Securities LLC Alpharetta, GA Jul 2021 - Current < 1
E*trade Capital Management LLC Alpharetta, GA Jul 2021 - Current < 1
Unemployed Milton, FL Jan 2021 - Jul 2021 < 1
Td Ameritrade Pensacola, FL Jan 2019 - Jan 2021 2
Charles Schwab & Company, Inc. Lone Tree, CO Mar 2006 - Jan 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Brian M. Schwab
Phone Number: (703) 247-3700
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    9,676
    MILLIONS
  • Total Number of Accounts
    78,360
    ACCOUNTS
  • Average Account Value
    $123,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

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