Thomas Matthew Mcandrews

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 03/2018
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO
• 12/2016 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2020 → 01/2021
  Schwab Private Client Investment Advisory
  Lone Tree, CO
• 12/2025 → Present
  Schwab Wealth Advisory
  Lone Tree, CO

Previous Registrations

• 2020-01-29 → 2021-02-01
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2015-01-15 → 2018-03-29
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO
  San Francisco, CA
• 2007-07-18 → 2014-12-31
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Lone Tree, CO
• 2006-12-01 → 2006-12-01
  Chase Investment Services Corp.
  Englewood, CO

Other Businesses

1) Colorado Soccer Association | Investment Related:No|Sports/Physical Recreation|Soccer Referee|8/20/2022|Less than 20|0|Soccer referee for games held in the Denver Metro Area.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-10
• S63 Uniform Securities Agent State Law Examination
  2004-06-21

Designations

• Certified Financial Planner

Other Names

• Tom Mcandrews
• Tom Mcandrews