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Christopher Lawrence Borzych

Schwab Wealth Advisory, Inc.

Clemmons, NC

CRD 1935040

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-15
  • NC RA
    APPROVED
    Since 2025-12-15

Branch Locations

Clemmons, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services San Antonio TX 01/2003 05/2020
Usaa Financial Advisors, Inc. San Antonio TX 01/2004 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co San Antonio TX 05/2020 Present
Schwab Wealth Advisory, Inc. Chicago IL 12/2025 Present
  • 01/2003 → 05/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2004 → 05/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co
    San Antonio, TX
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Chicago, IL
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
  • 2003-02-13 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-09-26
  • S63 Uniform Securities Agent State Law Examination
    2001-09-26
Designations
  • Certified Financial Planner
Other Names
  • Chris Borzych

View on SEC IAPD

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