DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Jeffrey Deutsch

Charles Schwab & Co., Inc.national BDMillburn, Njdual registrantIAPD 6229434

Feed of 09/14/2026

Also filed as Brian Jeffrey Deutsch

At current firm

0 y

since Mar 11, 2026

In the industry

13 y

since Jul 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Charles Schwab & Co., Inc. national BD current
since Mar 11, 2026 · Millburn, Nj
Advice And Planning Services BD affiliated
Jun 6, 2024 to Mar 3, 2026 · Madison, Nj
Edelman Financial Engines independent RIA
Aug 8, 2022 to Jun 3, 2024 · Paramus, Nj
Fisher Investments independent RIA
May 20, 2019 to Jul 14, 2022 · Summit, Nj
Morgan Stanley wirehouse
Oct 10, 2013 to May 14, 2019 · Short Hills, Nj

Moves

a registration end followed by a registration begin elsewhere

Advice And Planning Services to Charles Schwab & Co., Inc.
left Mar 3, 2026, registered Mar 11, 2026 (8 days) · Affiliated broker-dealer or bank to another
Edelman Financial Engines to Advice And Planning Services
left Jun 3, 2024, registered Jun 6, 2024 (3 days) · RIA to affiliated broker-dealer or bank
Fisher Investments to Edelman Financial Engines
left Jul 14, 2022, registered Aug 8, 2022 (25 days) · RIA to RIA
Morgan Stanley to Fisher Investments
left May 14, 2019, registered May 20, 2019 (6 days) · Wirehouse to independent RIA

Signals

Brian Jeffrey Deutsch left Advice And Planning Services for Charles Schwab & Co., Inc. (registered 2026-03-11)
Mar 3, 2026 · Advisor changed firm · fact
Brian Jeffrey Deutsch left Edelman Financial Engines for Advice And Planning Services (registered 2024-06-06)
Jun 3, 2024 · Advisor changed firm · fact
Brian Jeffrey Deutsch left Fisher Investments for Edelman Financial Engines (registered 2022-08-08)
Jul 14, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address