Brian Cribbs
Investment adviser representative at Schwab Wealth Advisory, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Brian Cribbs? 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
16 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2025 to now
- Charles Schwab & Co., IncOct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to Jun 2025
- Bank of America, N.A.Jul 2011 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2010 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4866509
- Firm CRD
- 159035