Bruce Reynolds
Investment adviser representative at Schwab Wealth Advisory, Inc.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Bruce Reynolds? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Aug 2022 to now
- Charles Schwab BankNov 2023 to Apr 2026
- USAA Investment Management CompanyJan 2018 to Jul 2022
- USAA Financial Advisors, Inc.Jan 2005 to Jul 2022
- USAA Financial Planning ServicesJan 2005 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4159279
- Firm CRD
- 159035