Brian T Burt

CRD 6953784 · Charles Schwab & Co., Inc. · Orlando, FL

IA RegisteredBroker

Also appears in the source record as: Brian Thomas Burt; Brian Burt

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 7Series 63Series 66
Registered states (13): Florida · Georgia · Kentucky · Maryland · Massachusetts · Michigan · New Jersey · New York · North Carolina · Pennsylvania · Tennessee · Texas · Virginia
Years in the industry (source record): 8
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 (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Orlando, FL · BC capacity

start not retrieved → present
Strategic Advisers LLC
Green Cove Springs, FL · IA capacity

Mar 31, 2025 → May 22, 2026
Fidelity Brokerage Services LLC
Jacksonville, FL · BC capacity

May 22, 2023 → May 22, 2026
Fidelity Personal And Workplace Advisors
Jacksonville, FL · IA capacity

Jun 20, 2023 → Mar 31, 2025
Fisher Investments
Tampa, FL · IA capacity

Oct 19, 2020 → Apr 24, 2023

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6953784 ↗ FINRA BrokerCheck record for CRD 6953784 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

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