Brian M Dixon
Investment adviser representative at Charles Schwab Investment Management, Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.7TFirm assets
Are you Brian M Dixon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Charles Schwab Investment Management, IncJul 2020 to now
- Wasmer SchroederDec 2014 to Jul 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 5724698
- Firm CRD
- 106753