Brian Jeffrey Deutsch
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Jeffrey Deutsch is an investment adviser representative with Charles Schwab & Co., Inc. in Millburn, NJ, where they have been registered since 2026. They have worked in the securities industry since 2013 and have been registered with 5 firms, including Advice and Planning Services and Edelman Financial Engines. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
6 states and territories
Connecticut, Florida, Georgia, New Jersey, New York, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyJul 2013 – May 2019Short Hills, NJ
- Morgan Stanley Private BANK, National AssociationJul 2013 – May 2019New York, NY
- Fisher InvestmentsMay 2019 – Jul 2022Camas, WA
- Financial Engines Advisors L.L.C.Jul 2022 – May 2024Santa Clara, CA
- Edelman Financial EnginesJul 2022 – May 2024Santa Clara, CA
- TIAAMay 2024 – Feb 2026New York, NY
- Tiaa-cref Individual & Institutional Services, LLCMay 2024 – Feb 2026New York, NY
- Charles Schwab & Co, IncMar 2026 – no end date reportedMillburn, NJ
- Charles Schwab Bank, SSBMar 2026 – no end date reportedMillburn, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Millburn, NJ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Jeffrey Deutsch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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