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Paul Dominic Evanoff

Schwab Wealth Advisory, Inc.

Richfield, OH

CRD 4741893

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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
OH RA APPROVED 2025-06-03
  • OH RA
    APPROVED
    Since 2025-06-03

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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. Richfield OH 07/2008 Present
Schwab Wealth Advisory Inc Richfield OH 06/2025 Present
Previous Registrations
  • 2007-03-01 → 2008-08-01
    Natcity Investments, Inc.
    Cleveland, OH
    Parma, OH
    Brookpark, OH
  • 2004-06-10 → 2007-01-16
    Ameriprise Financial Services, Llc
    Westlake, OH
    Independence, OH
    Seven Hills, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-17
  • S66 Uniform Combined State Law Examination
    2005-02-17

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES

Nearby Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH

More in Richfield, OH

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