Stacy L. Brandenburg
Professional summary
Stacy Lee Brandenburg, who also goes by Stacy Lee Brandenburg, Stacy Brandenburg Eckard, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.
Stacy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Stacy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Lee Brandenburg's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2024 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810February 17, 2010 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810March 25, 2008 - October 9, 2009
EDWARD JONES
April 12, 2006 - November 5, 2007
SCOTTRADE, INC.
August 31, 2005 - March 21, 2006
NEWPORT GROUP SECURITIES, INC.
June 14, 2005 - July 21, 2005
PREMIERETRADE SECURITIES, INC.
April 14, 2004 - July 15, 2004
CHARLES SCHWAB & CO., INC.
January 18, 1996 - December 31, 2002
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
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Exams
Series 8
Date: 4/28/1998
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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