Bryan Sawyer (CRD# 2945177) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 26 years of experience in the finance industry. Bryan Sawyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5241462
Ubs Financial Services Inc.
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Millburn, NJ | Dec 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | Millburn, NJ | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Millburn, NJ | Jan 2022 - Current | 2 |
| Td Ameritrade Investment Management, LLC | Short Hills, NJ | Dec 2020 - Dec 2022 | 2 |
| Td Ameritrade, Inc. | Short Hills, NJ | May 2008 - Dec 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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