Benjamin Fernandez

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-07-01

IL RA
APPROVED

Since 2025-07-01

Branch Locations

Chicago, IL • 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

Organization	City	State	From	To
Cambridge Investment Research Inc.	Fairfield	IA	10/2018	12/2019
Gugliuzza Law, P.C.	Chicago	IL	11/2016	12/2019
Bmo	Chicago	IL	11/2014	11/2016
Charles Schwab & Co., Inc.	Chicago	IL	12/2019	Present
Charles Schwab Trust Company	Chicago	IL	12/2019	04/2020
Charles Schwab Trust Company Delaware	Chicago	IL	12/2019	04/2020
Charles Schwab Bank Ssb	Chicago	IL	12/2019	04/2020
Schwab Wealth Advisory Inc	Chicago	IL	07/2025	Present

10/2018 → 12/2019

Cambridge Investment Research Inc.

Fairfield, IA
11/2016 → 12/2019

Gugliuzza Law, P.C.

Chicago, IL
11/2014 → 11/2016

Bmo

Chicago, IL
12/2019 → Present

Charles Schwab & Co., Inc.

Chicago, IL
12/2019 → 04/2020

Charles Schwab Trust Company

Chicago, IL
12/2019 → 04/2020

Charles Schwab Trust Company Delaware

Chicago, IL
12/2019 → 04/2020

Charles Schwab Bank Ssb

Chicago, IL
07/2025 → Present

Schwab Wealth Advisory Inc

Chicago, IL

Previous Registrations

2012-11-13 → 2013-10-18

Valic Financial Advisors, Inc.

Chicago, IL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-07-31

S63 Uniform Securities Agent State Law Examination

2012-07-31

Designations

Other Names

Benjamin Ocampo Fernandez
Benjamin Ocampo Fernandez
Benjamin Ocampo Fernandez

View on SEC IAPD

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