Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| CO | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Investment Advisory | Lone Tree | CO | 07/2016 | 01/2020 |
| Charles Schwab & Co., Inc | Lone Tree | CO | 07/2016 | 01/2020 |
| Facet Wealth | Centennial | CO | 01/2020 | 04/2020 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 05/2020 | 12/2022 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 05/2020 | 05/2020 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
Reach out to this advisor