Bradley F. Reese
Professional summary
Bradley Franklin Reese, ChFC®, who also goes by Brad Reese, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Westlake, Texas and CHARLES SCHWAB & CO., INC. located in Westlake, Texas.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bradley has worked at 6 firms and has passed the Series 66, SIE, Series 34, Series 3, Series 7, Series 10, Series 9, Series 4 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Franklin Reese's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 11, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262January 26, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262January 26, 2022 - August 11, 2026
CHARLES SCHWAB & CO., INC.
June 25, 2015 - September 7, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
June 24, 2015 - October 14, 2022
TD AMERITRADE, INC.
January 8, 2008 - May 19, 2024
TD AMERITRADE, INC.
April 18, 2007 - October 23, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 18, 2007 - October 23, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 30, 2006 - April 10, 2007
TD AMERITRADE, INC.
June 2, 2005 - January 31, 2006
TD AMERITRADE CLEARING, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
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Visual representation of state registrations
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035Westlake, TX 76262TRUST BUT VERIFY
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