Bradley D. Losson

Expertise:
Growth-Focused Solutions for RIAs
 

Brad Losson is the Head of Sales, Relationship Management and Family Office Services for Schwab Advisor Services which provides more than 16,000 independent RIAs with more than $5 trillion in assets under management with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

A 28-year veteran of Schwab, Brad has been a member of the Schwab Advisor Services Leadership Team for more than a decade. He began his career working with RIAs in Southern California. That hands-on experience continues to shape his approach today. He understands that no two firms are alike, and he’s passionate about delivering solutions built around every firm’s unique needs.

Brad earned his Bachelor of Arts in Business Economics from UC Santa Barbara.

^{Updated January 2026}
 

^{Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}