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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 08/2007 | 06/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | 06/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2022 | Present |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2008 | 01/2018 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 06/2022 | Present |
AirBnB|Investment Related:No|17980 S Green Mountain ;Munds park ;AZ;86017;Coconino|Hotels/Lodging|Owner|2025-11-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|We want to Airbnb / VRBO our cabin from time to time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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