Brett
Decker

Schwab Private Client Investment Advisory, Inc

CRD#6086344
Investment Advisor
in Orlando, FL
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About this Advisor

Brett Decker is a certified financial planner operating out of Orlando, Florida, who has 13 years of financial industry experience. Decker currently works for Schwab Private Client Investment Advisory, Inc. During their career, the advisor has held roles at Schwab Private Client Investmetn Advisory, Inc, Charles Schwab & Co., Inc, Devry University and Best Buy Inc. Decker has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in Florida. Schwab Private Client Investment Advisory, Inc is a company operating out of Orlando, Florida. It has offices in 10 locations and a total of 598 people on staff. It manages $90 billion in assets between its 108,791 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 108,791 client accounts, 66% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Schwab Private Client Investment Advisory, Inc performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on the type of financial services provided. However, fee types billed by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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

Brett Decker Work History

Brett has 13 years of experience.

2015 - Present (4 years)

Schwab Private Client Investmetn Advisory, Inc

2012 - Present (7 years)

Charles Schwab & Co., Inc

2012 - 2012 (0 years)

Devry University

2005 - 2012 (7 years)

Best Buy Inc

Disclosures

Brett Decker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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