Brody Edward Carroll
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Brody Edward Carroll? Claim your profile
Contact this firm
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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2026 to now
- Charles Schwab & Co., Inc.Nov 2024 to now
- Extended TravelSep 2022 to Aug 2024
- Acute Wealth AdvisorsJun 2021 to Sep 2022
- TargetOct 2020 to Jun 2021
- Costa VidaFeb 2020 to Oct 2020
- Full Time EducationFeb 2016 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8003788
- Firm CRD
- 159035