Unclaimed Profile

Brian Herscovici

USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, Texas

Clean record8 years registeredUSAA INVESTMENT MANAGEMENT COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 6972605Firm CRD# 5475

Profile Verification

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

Identity

Brian Herscovici · SAN ANTONIO, TX

Registration

CRD #6972605 · USAA INVESTMENT MANAGEMENT COMPANY · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USAA INVESTMENT MANAGEMENT COMPANY

USAA INVESTMENT SERVICES COMPANY

Jun 2018 – Jun 2020

SAN ANTONIO, TX

Registrations & Exams

Registration record

First registered · June 18, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

USAA INVESTMENT SERVICES COMPANY

CRD 5475 · SEC 801-126328

Employees

154

Total firm employees

Services offered by USAA INVESTMENT SERVICES COMPANY

Per Form ADV

Financial planning

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at USAA INVESTMENT SERVICES COMPANY →

Introduction

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Frequently Asked Questions

What services does Brian Herscovici offer?

Brian Herscovici specializes in Financial Planning.

What are Brian Herscovici's credentials?

Brian Herscovici is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Herscovici located?

Brian Herscovici is based in SAN ANTONIO, Texas, last registered with USAA INVESTMENT MANAGEMENT COMPANY.

How does Brian Herscovici charge for services?

Brian Herscovici's firm is compensated through other: referral fees pursuant to a referral agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USAA INVESTMENT MANAGEMENT COMPANY?

USAA INVESTMENT MANAGEMENT COMPANY has approximately 154 employees. The firm is registered with the SEC as an investment adviser.

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Kirsten Mari Register

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Bernard Parke Williams

SAN ANTONIO, TX

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Texas

DALLAS (832)HOUSTON (806)AUSTIN (497)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)IRVING (30)FRISCO (30)SOUTHLAKE (29)

City Guides

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Research

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