Adam Shane Breazeale

CFP

Schwab Wealth Advisory, INC.

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Schwab Wealth Advisory, INC.

Compensation

N/A

Firm Size

1230 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

1991 Summit Park Drive, Orlando, FL, 32810-5900

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Schwab Wealth Advisory, INC.

January 2023 - Present · 3 yrs 1 mo

Charles Schwab & CO., INC.

November 2018 - Present · 7 yrs 3 mos

Charles Schwab & CO., INC.Broker

November 2018 - Present · 7 yrs 3 mos

Previous Registrations

Charles Schwab & CO., INC.

January 2021 - January 2023 · 2 yrs

Schwab Private Client Investment Advisory, INC.

November 2018 - February 2021 · 2 yrs 3 mos

Fifth Third Securities, INC.

December 2017 - October 2018 · 10 mos

Fifth Third Securities, INC.Broker

December 2017 - October 2018 · 10 mos

CUNA Brokerage Services, INC.

August 2016 - December 2017 · 1 yr 4 mos

CUNA Brokerage Services, INC.Broker

August 2016 - December 2017 · 1 yr 4 mos

Strategic Advisers, INC.

September 2009 - June 2016 · 6 yrs 9 mos

Fidelity Brokerage Services LLCBroker

March 2008 - June 2016 · 8 yrs 3 mos

David Lerner Associates, INC.Broker

November 2007 - January 2008 · 2 mos

State Registrations3 states

FLGATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.