Brandon M. Sarlls
Professional summary
Brandon Michael Sarlls, CFP®, who also goes by Brandon Sarlls, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Austin, Texas and CHARLES SCHWAB & CO., INC. located in Austin, Texas.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Brandon has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Michael Sarlls's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 11800 Schwab Way, Austin, TX 78758August 19, 2011 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 11800 Schwab Way, Austin, TX 78758August 19, 2011 - May 22, 2026
CHARLES SCHWAB & CO., INC.
February 13, 2008 - June 2, 2011
EDWARD JONES
January 25, 2008 - June 2, 2011
EDWARD JONES
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
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