Brooke Bierman
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- Charles Schwab & Co., Inc.Oct 2025 to now
- Charles Schwab BankOct 2025 to now
- DexianAug 2025 to Sep 2025
- NomadsJun 2025 to Jul 2025
- University of FloridaAug 2024 to Nov 2024
- Three Points HospitalityJul 2024 to May 2025
- House of RepresentativesJul 2024 to Aug 2024
- Capones GainesvilleJan 2024 to May 2024
- Full Time EducationAug 2021 to May 2025
- Pandora JewelryDec 2020 to Aug 2021
- Full Time EducationAug 2017 to May 2021
- UnemployedJan 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 8165546
- Firm CRD
- 5393