Adam Lee Cansler

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

• 11/2011 → 03/2019
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2019 → 06/2020
  Personal Sabbatical
  Bailey, CO
• 04/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2015-04-13 → 2019-04-02
  Charles Schwab & Co., Inc.
  Englewood, CO
  Lone Tree, CO
• 2004-11-17 → 2005-09-28
  Voya Financial Partners, Llc
  Des Moines, IA
• 2003-12-10 → 2004-07-01
  Waddell & Reed
  Springfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-04-03
• S63 Uniform Securities Agent State Law Examination
  2013-07-19

Designations

• Certified Financial Planner

Other Names

• Adam Cansler
• Adam L Cansler