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Susan Poss

Schwab Wealth Advisory, Inc.

Orlando, FL

CRD 4097514

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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 2021-01-10
FL RA APPROVED 2014-10-08
  • TX RA
    APPROVED
    Since 2021-01-10
  • FL RA
    APPROVED
    Since 2014-10-08

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Charles Schwab & Co., Inc. Orlando FL 11/1999 Present
Schwab Wealth Advisory Inc Orlando FL 09/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-23
S63 Uniform Securities Agent State Law Examination 2000-04-05
  • S66 Uniform Combined State Law Examination
    2007-08-23
  • S63 Uniform Securities Agent State Law Examination
    2000-04-05
Other Names
  • Zuana Pospisilova

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

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