Brian T Burt
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Brian T Burt? Claim your profile
Contact this firm
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
10 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab BankMay 2026 to now
- Fidelity InvestmentsMay 2023 to May 2026
- Fisher InvestmentsOct 2020 to Apr 2023
- Fidelity Brokerage Services LLCMay 2018 to Sep 2020
- Orchid Island Golf and Beach ClubSep 2017 to Apr 2018
- Hsc Professional Golf LLCJan 2017 to Jan 2018
- Villas of Grand CypressAug 2016 to Jan 2017
- Independent ContractorMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6953784
- Firm CRD
- 5393