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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Inv. Adv., Inc. | Phoenix | AZ | 01/2012 | 09/2018 |
| Versant Capital Management, Inc | Phoenix | AZ | 09/2018 | 06/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2022 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-06 |
| S66 | Uniform Combined State Law Examination | 2007-10-24 |
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