Brandon paul Sudo Cepeda
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered 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.Jan 2025 to now
- Charles Schwab Bank, SsbJan 2025 to now
- UnemployedSep 2024 to Jan 2025
- Bayntree Planning Group, LLCMay 2024 to Sep 2024
- Bayntree Wealth Advisors, LLCJan 2024 to Sep 2024
- Charles Schwab & Co., Inc.Feb 2021 to Jan 2024
- Schwab Private Client Investment Advisory, Inc.Feb 2021 to Jan 2024
- UnemployedOct 2020 to Feb 2021
- Cetera Advisor NetworksSep 2020 to Oct 2020
- Cwm, LLCSep 2020 to Oct 2020
- Diamond Wealth ManagementSep 2020 to Oct 2020
- J.P. Morgan Securities LLCOct 2019 to Sep 2020
- JPMorgan Chase Bank, N.A.Oct 2019 to Sep 2020
- Ameriprise Financial Services, Inc.May 2018 to Sep 2019
- Wells FargoJun 2016 to May 2018
- Full Time EducationAug 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 6958223
- Firm CRD
- 5393