Sara Marie Bruno
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jul 2025 to now
- Edward JonesOct 2023 to Jul 2025
- Charles Schwab & Co., Inc.Mar 2023 to Oct 2023
- TD AmeritradeMar 2020 to May 2023
- Whole Foods MarketMay 2018 to Mar 2020
- Anheuser-busch InbevJul 2017 to Jul 2018
- Border Brewing CompanyJun 2016 to Jun 2017
- American Century Investment Services Inc.May 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6188334
- Firm CRD
- 5393