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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 | 2022-01-03 |
| CA | RA | APPROVED | 2017-01-03 |
| CO | RA | APPROVED | 2012-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2006 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 01/2012 | Present |
1) SkyView Academy | Investment Related:No|6161 Business Center Dr|Highlands Ranch|CO|80130|US|Education|Board of Directors |5/27/2026|Less than 20|0|I am running to be a board of directors on the school board. No investment related responsibilities or financial that I am aware of
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-18 |
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