Austin, TX W 6th St. Office

Joseph Kotran is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2015 and 2017, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios, centralized custody, and integrated operational services.

Tanner Hout is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. Earlier in his career, he was affiliated with Indiana University Kelley School of Business, First National Bank in Olney, and Olney Central College. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to affiliated discretionary SMAs, offering a multi-asset, model-based investment approach supported by research from Schwab Center for Financial Research.

Chad Salit is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021, following eight years at TD Ameritrade Investment Management LLC and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure combining advisory, brokerage, and custody services.

Aaron Myers is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2015. Based in Austin, TX, Myers has remained with the Schwab organization throughout his career. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized custody and trading arrangements.

Jeffrey Glaser is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses. He has 14 years of industry experience and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.