Abigail Adams Brencick Read

CRD 4482680 · Charles Schwab & Co., Inc. · Phoenix, AZ

IA RegisteredBroker

Also appears in the source record as: Abby Adams Brencick; Abigail Adams Brencick; Abigail A Chavez; Abigail Adams Brencick Chavez; Abigail A Read

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (32): Alaska · Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Iowa · Kentucky · Louisiana · Maine · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Jersey · New Mexico · New York · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Utah · Washington · Wyoming
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (10)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Phoenix, AZ · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Phoenix, AZ · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Phoenix, AZ · IA capacity

start not retrieved → present
Lpl Financial LLC
Scottsdale, AZ · IA capacity

Jun 20, 2012 → Dec 16, 2013
Lpl Financial LLC
Scottsdale, AZ · BC capacity

Jun 5, 2012 → Dec 16, 2013
Usaa Financial Planning Services
Phoenix, AZ · IA capacity

Apr 15, 2010 → Oct 5, 2011
Usaa Financial Advisors, Inc.
Scottsdale, AZ · BC capacity

Mar 30, 2010 → Oct 5, 2011
American Express Financial Advisors, Inc.
Seattle, WA · IA capacity

Jan 29, 2002 → Jul 25, 2003
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Jan 16, 2002 → Jul 25, 2003
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

Jan 16, 2002 → Jul 25, 2003

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4482680 ↗ FINRA BrokerCheck record for CRD 4482680 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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