Douglas Stuart Voight

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-02
IN	RA	APPROVED	2012-01-04

TX RA
APPROVED

Since 2020-01-02
IN RA
APPROVED

Since 2012-01-04

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Indianapolis	IN	10/2003	Present
Schwab Wealth Advisory Inc	Indianapolis	IN	01/2012	Present

10/2003 → Present

Charles Schwab & Co., Inc.

Indianapolis, IN
01/2012 → Present

Schwab Wealth Advisory Inc

Indianapolis, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-19
S63	Uniform Securities Agent State Law Examination	1997-12-18

S66 Uniform Combined State Law Examination

2005-07-19
S63 Uniform Securities Agent State Law Examination

1997-12-18

View on SEC IAPD

Employer firm

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Exams

Nearby Firms

Nearby Investors

Nearby Offices

Reviews