Bryan Medina
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Feb 2026 to now
- Charles Schwab & Co., Inc.Feb 2026 to now
- Fidelity InvestmentsFeb 2024 to Feb 2026
- Full Time EducationJan 2023 to Feb 2024
- JP Morgan ChaseJul 2022 to Feb 2024
- Full Time EducationAug 2021 to Dec 2022
- Harris TeeterAug 2021 to Jun 2022
- UnemployedJan 2020 to Aug 2021
- Full Time EducationAug 2019 to Dec 2019
- UnemployedJul 2019 to Jul 2019
- Full Time EducationAug 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7562829
- Firm CRD
- 159035