Kirsten Bray
Investment adviser representative at Charles Schwab & Co., Inc.
16 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
16 years in the industry.
- Charles Schwab & Co., Inc.Mar 2024 to now
- Charles Schwab Bank SsbMar 2024 to now
- First Citizens BankMar 2023 to Mar 2024
- First Citizens Investor ServicesMar 2023 to Mar 2024
- UnemployedNov 2022 to Mar 2023
- Hilltop HoldingsJan 2022 to Nov 2022
- Wells Fargo Bank, N.AJan 2017 to Dec 2021
- Charles Schwab BankJan 2011 to Dec 2016
- Charles Schwab & Co., Inc.Dec 2010 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 4926003
- Firm CRD
- 5393