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Andrew Brian Stevens

Schwab Wealth Advisory, Inc.

Tysons Corner, VA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-16
VA RA APPROVED 2023-02-16
  • TX RA
    APPROVED
    Since 2023-02-16
  • VA RA
    APPROVED
    Since 2023-02-16

Branch Locations

1650 Tysons Blvd Ste 150, Tysons Corner, VA 22102 • 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
Charles Schwab & Co., Inc. Tysons Corner VA 07/2017 Present
Charles Schwab Bank Washington DC 07/2017 02/2023
Suntrust Investment Services, Inc. Sterling VA 08/2013 07/2017
Suntrust Advisory Services, Inc. Sterling VA 09/2016 07/2017
Td Ameritrade, Inc. Tysons Corner VA 02/2022 07/2023
Schwab Wealth Advisory Tysons Corner VA 02/2023 Present
  • 07/2017 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 07/2017 → 02/2023
    Charles Schwab Bank
    Washington, DC
  • 08/2013 → 07/2017
    Suntrust Investment Services, Inc.
    Sterling, VA
  • 09/2016 → 07/2017
    Suntrust Advisory Services, Inc.
    Sterling, VA
  • 02/2022 → 07/2023
    Td Ameritrade, Inc.
    Tysons Corner, VA
  • 02/2023 → Present
    Schwab Wealth Advisory
    Tysons Corner, VA
Previous Registrations
  • 2022-03-21 → 2022-10-14
    Td Ameritrade, Inc.
    Washington, DC
    Omaha, NE
    Washington, DC
    Tysons Corner, VA
  • 2016-09-21 → 2017-07-26
    Truist Advisory Services, Inc.
    Sterling, VA
  • 2013-08-06 → 2016-12-31
    Truist Investment Services, Inc.
    Laurel, MD
    Orlando, FL
    Sterling, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-01
S63 Uniform Securities Agent State Law Examination 2005-02-10
  • S66 Uniform Combined State Law Examination
    2013-08-01
  • S63 Uniform Securities Agent State Law Examination
    2005-02-10
Designations
Other Names
  • Andrew Stevens

View on SEC IAPD

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Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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