Bryson T Banks
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab Bank, SsbJan 2025 to now
- Charles Schwab & Co., Inc.Jan 2021 to now
- Angie's ListJul 2020 to Sep 2020
- Bc Forward At AccentureSep 2018 to May 2020
- New Canvassing ExperienceJun 2018 to Sep 2018
- Austin FocusJun 2018 to Jun 2018
- Make 'em Pop CreationsNov 2017 to Dec 2020
- African American Arts InstituteAug 2017 to May 2018
- Indiana University At BloomingtonMay 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7327510
- Firm CRD
- 5393