Brian
Mancuso

Charles Schwab & Co., Inc

CRD#2712579
Investment Advisor
in San Diego, CA
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About this Advisor

Brian Mancuso is a certified financial planner located in San Diego, California. Currently an advisor with Charles Schwab & Co., Inc, Mancuso has 12 years of professional experience in the financial advisory industry. Mancuso has Series 63 and Series 66 licenses, qualifying them as a securities agent. Mancuso can serve clients in California. During their career, the advisor has held roles at Charles Schwab Bank and Charles Schwab & Co, Inc. Charles Schwab & Co., Inc is headquartered in San Diego, California, and has 370 other brick-and-mortar locations in the nation. As a company, Charles Schwab & Co., Inc retains more than 14,879 people. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Charles Schwab & Co., Inc provides financial planning services, selection of other advisers and other services. The firm may charge clients hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

10920 Via Frontera Suite 100
San Diego, CA 92127-1730

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

CA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Brian Mancuso Work History

Brian has 12 years of experience.

2006 - Present (13 years)

Charles Schwab Bank

2006 - Present (13 years)

Charles Schwab & Co, Inc

Disclosures

Brian Mancuso has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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