Brandon Shepard
Investment adviser representative at Charles Schwab & Co., Inc.
16 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
16 years in the industry.
- Charles Schwab & Co., Inc.May 2025 to now
- Charles Schwab Bank, SsbMay 2025 to now
- BNYJan 2025 to Apr 2025
- Full Time EducationMay 2024 to Nov 2024
- Charles Schwab & Co., Inc.Apr 2021 to Apr 2024
- R2 Unified TechnologiesJul 2019 to Sep 2022
- "a" Lighting MaintenanceMay 2015 to Apr 2021
- Florida Atlantic UniversityJan 2009 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
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
- 7366576
- Firm CRD
- 5393