Unclaimed Profile

Bryan Larry Olson

SCHWAB WEALTH ADVISORY, INC.·SAN FRANCISCO, California

SIE, Series 7, Series 16, Series 24, Series 66, Series 99TOCFAClean record21 years registeredSCHWAB WEALTH ADVISORY, INC.

211 MAIN STREET, SAN FRANCISCO, CA 94105-1901CRD# 2804409Firm CRD# 159035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Larry Olson · SAN FRANCISCO, CA

Registration

CRD #2804409 · SCHWAB WEALTH ADVISORY, INC. · 21 years registered

Brand Profile

Not yet started

Career History

SCHWAB WEALTH ADVISORY, INC.

May 2021 – present

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Mar 2018 – May 2021

Boston, MA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Apr 2011 – Mar 2018

BOSTON, MA

CHARLES SCHWAB & CO., INC.

Jun 2005 – Feb 2011

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 24

Series 66

Series 99TO

Registration record

First registered · June 14, 2005

Years registered · 21

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHWAB WEALTH ADVISORY, INC.

CRD 159035 · SEC 801-72795

Employees

941

Total firm employees

Services offered by SCHWAB WEALTH ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SCHWAB WEALTH ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Bryan Larry Olson offer?

Bryan Larry Olson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Bryan Larry Olson's credentials?

Bryan Larry Olson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan Larry Olson located?

Bryan Larry Olson is based in SAN FRANCISCO, California, working with SCHWAB WEALTH ADVISORY, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Bryan Larry Olson charge for services?

Bryan Larry Olson's firm is compensated through other: swa program paid by wrap sponsor pursuant to cost plan formula.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHWAB WEALTH ADVISORY, INC.?

SCHWAB WEALTH ADVISORY, INC. has approximately 941 employees. The firm is registered with the SEC as an investment adviser.

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