Donovan Seguritan

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

• 09/2007 → 09/2018
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 11/2008 → 09/2018
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 09/2018
  Usaa Investment Management Company
  San Antonio, TX
• 09/2018 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2018 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2018-10-25
  Usaa Investment Services Company
  San Antonio, TX
• 2008-12-15 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2006-08-14 → 2008-12-31
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) Seguritan Rental | Investment Related:No|16479 N 67th Dr|Peoria|AZ|85382|USA|Real Estate (Non-Agent/Broker)|Owner|6/1/2012|Less than 20|0|I rent and manage a single-dwelling home to long-term tenants. I perform or hire out home maintenance/improvement as needed by the tenants. During tenant transitions I perform the typical cleaning and maintenance work prior to the new tenants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-27
• S63 Uniform Securities Agent State Law Examination
  2004-07-13

Designations

• Chartered Financial Consultant

Other Names

• Donovan Kelii Seguritan