Roxana D Farrar

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

• 02/2007 → 01/2021
  Ameriprise Financial Services, Inc.
  High Point, NC
• 01/2021 → 07/2025
  Morgan Stanley
  Atlanta, GA
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Jefferson, GA
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Jefferson, GA

Previous Registrations

• 2021-02-19 → 2025-07-28
  Morgan Stanley
  Atlanta, GA
• 2013-09-05 → 2021-01-19
  Ameriprise Financial Services, Llc
  Atlanta, GA
  Alpharetta, GA
  Roswell, GA
  Duluth, GA
• 2012-07-26 → 2013-04-16
  Ameriprise Financial Services, Llc
  Greensboro, NC
  Winston Salem, NC

Other Businesses

1) Farrar LLC | Investment Related:No|151 Reinhardt College Pkwy|Restaurant/Food Services|Co-Owner|2017-01-01|Less than 20|0|I am a co-owner with my husband but have no active role other than the original investment. This is a family business and my husband is the key participant.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-25

Other Names

• Roxana Dan
• Roxana Dan Farrar
• Roxana D Farrar
• Roxana Farrar