Angel Luis Montano

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

• 10/2006 → Present
  Charles Schwab & Co., Inc.
  Naperville, IL
• 10/2006 → 01/2020
  Charles Schwab Bank
  Naperville, IL
• 12/2025 → Present
  Schwab Wealth Advisory Inc.
  Naperville, IL

Previous Registrations

• 2022-07-15 → 2022-10-14
  Td Ameritrade, Inc.
  Oak Brook, IL
  Oak Brook, IL
  Naperville, IL
  Lone Tree, CO
  Chicago, IL
• 2005-07-06 → 2006-10-12
  Chase Investment Services Corp.
  Milwaukee, WI
  Milwaukee, WI
• 2004-03-04 → 2005-07-06
  Banc One Securities Corporation
  Milwaukee, WI
• 2003-12-19 → 2004-02-24
  Banc One Securities Corporation
  Milwaukee, WI
• 2002-02-28 → 2003-09-05
  Strong Capital Management Inc
  Menomonee Falls, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-15
• S63 Uniform Securities Agent State Law Examination
  2000-10-31