Bruce Reynolds
Professional summary
Bruce Reynolds, CFP®, who also goes by Bruce Edward Reynolds, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Austin, Texas and CHARLES SCHWAB & CO., INC. located in Austin, Texas.
Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Bruce has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Reynolds's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 11800 Schwab Way, Austin, TX 78758October 24, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 11800 Schwab Way, Austin, TX 78758September 23, 2022 - April 8, 2026
CHARLES SCHWAB & CO., INC.
January 8, 2018 - June 2, 2020
USAA INVESTMENT SERVICES COMPANY
March 11, 2005 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
February 2, 2005 - June 1, 2020
USAA FINANCIAL ADVISORS, INC.
November 21, 2001 - January 13, 2005
PRINCIPAL SECURITIES, INC.
May 16, 2000 - August 29, 2001
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/25/2024)
(11/8/2022)
(3/22/2023)
(1/19/2023)
(3/3/2023)
(3/7/2025)
(1/18/2023)
(1/19/2023)
(1/19/2023)
(1/20/2023)
(11/9/2022)
(6/26/2024)
(5/29/2025)
(3/28/2025)
(3/7/2025)
(3/6/2023)
(3/7/2025)
(1/19/2023)
(3/6/2023)
(6/27/2024)
(3/27/2024)
(3/3/2023)
(11/18/2022)
(3/8/2023)
(12/7/2022)
(3/4/2023)
(1/19/2023)
(3/3/2023)
(6/26/2024)
(3/8/2023)
(1/19/2023)
(3/27/2024)
(9/24/2024)
(11/16/2022)
(3/7/2023)
(1/3/2023)
(4/8/2026)
(3/3/2023)
(3/3/2023)
(1/19/2023)
(1/18/2023)
(1/31/2023)
(3/3/2023)
Exams
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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