BRETT THEODORE GRAU is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2025-10-20 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2022-04-13 | 2025-11-05 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2016-10-13 | 2021-12-31 | — |
| CHARLES SCHWAB & CO., INC. | 2013-12-19 | 2022-04-13 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2013-10-17 | 2013-12-10 | — |
| CHARLES SCHWAB & CO., INC. | 2011-12-02 | 2013-08-13 | — |