Brendan Murray Ours
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Bank, SsbMay 2025 to now
- Charles Schwab & Co., Inc.Aug 2023 to now
- Schwab Wealth Advisory, Inc.Aug 2023 to May 2025
- University of Dayton School of BusinessAug 2022 to May 2023
- Flyer ConsultingSep 2021 to Dec 2022
- Shoreby Yacht ClubMay 2021 to Aug 2021
- Full-time EducationMay 2015 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7541276
- Firm CRD
- 5393