Katie Bramley
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jun 2022 to now
- Charles Schwab Bank, SsbJun 2022 to now
- Independent Financial PartnersNov 2021 to Jun 2022
- Charles Schwab & Co., Inc.Jul 2020 to Oct 2021
- Wasmer SchroederJan 2020 to Jun 2020
- Wasmer SchroederJan 2019 to Dec 2019
- Wasmer SchroederMar 2018 to Aug 2018
- UnemployedDec 2017 to Mar 2018
- Tony Sacco's Coal Oven PizzaOct 2017 to Jan 2019
- Citrola's Italian RestaurantJun 2016 to Oct 2017
- Nfv Healthcare GroupSep 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7269224
- Firm CRD
- 5393