Best Investors Account Sign in

Walter Patrick Guilfoyle

Schwab Wealth Advisory, Inc.

Lithia, FL

CRD 4592247

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-02
FL RA APPROVED 2026-05-14
  • TX RA
    APPROVED_RES
    Since 2026-07-02
  • FL RA
    APPROVED
    Since 2026-05-14

Branch Locations

Lithia, FL • 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
J.P. Morgan Securities Llc Staten Island NY 10/2015 08/2018
Jpmorgan Chase Bank N.A. Staten Island NY 08/2016 08/2018
Santander Bank, Na Boston MA 08/2018 08/2019
Santander Securities, Llc Dorchester MA 08/2018 08/2019
Jpmorgan Chase Bank, N.A. Riverview FL 08/2019 04/2026
J.P. Morgan Securities Llc. Riverview FL 08/2019 04/2021
Charles Schwab & Co., Inc. Orlando FL 04/2026 Present
Schwab Wealth Advisory Inc Lithia FL 04/2026 Present
J.P. Morgan Securities Llc. New York NY 04/2021 02/2023
  • 10/2015 → 08/2018
    J.P. Morgan Securities Llc
    Staten Island, NY
  • 08/2016 → 08/2018
    Jpmorgan Chase Bank N.A.
    Staten Island, NY
  • 08/2018 → 08/2019
    Santander Bank, Na
    Boston, MA
  • 08/2018 → 08/2019
    Santander Securities, Llc
    Dorchester, MA
  • 08/2019 → 04/2026
    Jpmorgan Chase Bank, N.A.
    Riverview, FL
  • 08/2019 → 04/2021
    J.P. Morgan Securities Llc.
    Riverview, FL
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 04/2026 → Present
    Schwab Wealth Advisory Inc
    Lithia, FL
  • 04/2021 → 02/2023
    J.P. Morgan Securities Llc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-16
S63 Uniform Securities Agent State Law Examination 2015-02-02
  • S66 Uniform Combined State Law Examination
    2020-11-16
  • S63 Uniform Securities Agent State Law Examination
    2015-02-02
Other Names
  • Walter Guilfoyle
  • Walter Patrick Guilfoyle
  • Walter Patrick Guilfoyle
  • Walter P Guilfoyle

View on SEC IAPD

More in Lithia, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor