Brian
Ferry
Charles Schwab Investment Management, Inc
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About this Advisor
Brian Ferry is a chartered financial analyst based in Cleveland, Ohio, who has 3 years of industry experience. Ferry currently works for Charles Schwab Investment Management, Inc. Throughout their career, they have worked at Wasmer, Schroeder & Company, Inc, Wasmer Schroeder and Charles Schwab Investment Management, Inc. Ferry has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Ohio. Charles Schwab Investment Management, Inc is an advisory business that has its headquarters in San Francisco, CA. It has offices in 158 locations and a total of 1,007 employees. It handles $783 billion in assets between its 242,041 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 218 charitable organizations. Of its 242,041 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in assets. Charles Schwab Investment Management, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually are based on the financial services offered. However, fees billed by Charles Schwab Investment Management, Inc can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$782,620,910,160
1,007
242,041
$3,233,423
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Ferry Work History
Brian has been registered as a financial advisor for 3 years.*
Charles Schwab Investment Management, Inc
Wasmer Schroeder
Wasmer Schroeder
Wasmer Schroeder
Wasmer Schroeder
Wasmer, Schroeder & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Ferry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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