Beverly
Brodie

Schwab Private Client Investment Advisory, Inc

CRD#1915483
Investment Advisor
in Orlando, FL
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About this Advisor

Beverly Brodie is a certified financial planner based in Orlando, Florida. Currently a registered advisor at Schwab Private Client Investment Advisory, Inc, they have gathered 14 years of experience in the financial advisory industry. Brodie holds Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Brodie is registered to work with investors in Florida and Texas. Their career trajectory has included roles at Schwab Private Client Inv. Adv., Inc and Charles Schwab & Co., Inc. Schwab Private Client Investment Advisory, Inc is based out of Orlando, Florida, and has 10 additional locations in the country. Overall, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets throughout 108,791 client accounts and employs more than 598 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. Currently 66% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Schwab Private Client Investment Advisory, Inc provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Beverly Brodie Work History

Beverly has 14 years of experience.

2012 - Present (7 years)

Schwab Private Client Inv. Adv., Inc

2004 - Present (15 years)

Charles Schwab & Co., Inc

Disclosures

Beverly Brodie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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