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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| CA | RA | APPROVED | 2025-06-26 |
Branch Locations
2029 Century Park East, Suite #940, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 07/2010 | 09/2024 |
| Schwab Private Client Invest Advisory | Phoenix | AZ | 09/2016 | 07/2024 |
| Morgan Stanley | Los Angeles | CA | 09/2024 | 05/2025 |
| Charles Schwab & Co, Inc | Los Angeles | CA | 06/2025 | Present |
| Schwab Wealth Advisory Inc | Los Angeles | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-11 |
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