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Carrie A Allstatt

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-24
  • IN RA
    APPROVED
    Since 2026-08-24

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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 Indianapolis IN 02/2004 Present
Schwab Private Client Investment Advisory, Inc. Indianapolis IN 01/2012 12/2019
Schwab Wealth Advisory, Inc Indianapolis IN 08/2026 Present
  • 02/2004 → Present
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 01/2012 → 12/2019
    Schwab Private Client Investment Advisory, Inc.
    Indianapolis, IN
  • 08/2026 → Present
    Schwab Wealth Advisory, Inc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-28
S63 Uniform Securities Agent State Law Examination 2000-03-30
  • S66 Uniform Combined State Law Examination
    2008-01-28
  • S63 Uniform Securities Agent State Law Examination
    2000-03-30
Designations
Other Names
  • Carrie Anne Allstatt

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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