Brandon Kyle Westerfield
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
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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
10 years in the industry.
- Charles Schwab & Co., Inc.Feb 2026 to now
- Charles Schwab Bank, SsbFeb 2026 to now
- Fidelity InvestmentsJun 2022 to Feb 2026
- Wl Holdings, LLCAug 2021 to Dec 2023
- InstacartOct 2019 to Jul 2021
- GrubhubOct 2019 to Jul 2020
- Full Time EducationAug 2018 to May 2022
- West MarineMay 2017 to May 2022
- Miles River Yacht ClubJun 2016 to Aug 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7579384
- Firm CRD
- 5393