Brent Blitstein
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab BankOct 2025 to now
- Charles Schwab & Co., Inc.Jul 2024 to now
- Insulation LabsJun 2019 to Jul 2024
- Los Angeles KingsAug 2018 to May 2019
- Los Angeles RamsJul 2018 to Aug 2018
- Los Angeles DodgersMar 2018 to Oct 2018
- Anschutz Entertainment Group (aeg)Mar 2018 to Jun 2018
- Los Angeles KingsJan 2018 to Apr 2018
- The Malibu CafeJul 2017 to Mar 2018
- Joseph A. BankApr 2017 to Jun 2017
- UnemployedDec 2016 to Apr 2017
- Full Time EducationAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7947793
- Firm CRD
- 5393