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 | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | San Antonio | TX | 03/2012 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 03/2012 | 07/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 07/2020 |
| Charles Schwab & Co., Inc. | Boerne | TX | 09/2021 | Present |
| Usaa Federal Savings Bank | San Antonio | TX | 11/2020 | 09/2021 |
| Unemployed | San Antonio | TX | 08/2020 | 10/2020 |
| Schwab Wealth Advisory, Inc. | Boerne | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
Reach out to this advisor