Heath Dowell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 03/2017
  Thomson Reuters
  Carrollton, TX
• 03/2017 → 08/2021
  Td Ameritrade
  Fort Worth, TX
• 09/2021 → 05/2022
  The Vanguard Group. Inc.
  Malvern, PA
• 05/2022 → 10/2025
  The Vanguard Group, Inc.
  Plano, TX
• 10/2025 → Present
  Charles Schwab & Co, Inc
  Westlake, TX
• 10/2025 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2021-09-15 → 2025-10-24
  Vanguard Advisers, Inc.
  Malvern, PA
  Plano, TX
• 2017-04-20 → 2021-08-28
  Td Ameritrade, Inc.
  Westlake, TX
• 2017-04-20 → 2021-08-28
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
• 2013-04-11 → 2013-05-15
  Td Ameritrade, Inc.
  Westlake, TX
• 2013-04-11 → 2013-05-15
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2010-06-08 → 2013-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Flower Mound, TX
  Dallas, TX
  Flower Mound, TX
  Dallas, TX
  Flower Mound, TX
  Lewisville, TX
  Coppell, TX

Other Businesses

1) Dowell Investments LLC | Investment Related:No||Retail|Member|2008-08-01|Less than 20|0|None at this time. We have an open LLC from a past business opportunity.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-19
• S63 Uniform Securities Agent State Law Examination
  2003-09-25

Designations

• Certified Financial Planner

Other Names

• Heath Mikael Dowell
• Heath M Dowell
• Heath Dowell