Christopher Allen Byrd

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

• 07/2016 → 05/2020
  Usaa Financial Advisor Inc
  San Antonio, TX
• 07/2016 → 05/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co
  San Antonio, TX
• 05/2020 → 08/2025
  Charles Schwab Bank Ssb
  San Antonio, TX
• 08/2025 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2016-09-08 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2016-02-03 → 2016-07-26
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
• 2008-08-29 → 2015-04-16
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) Byrd Craft, LLC | Investment Related:No|Clothing/Textile Manufacturing|Passive Partner in LLC no activity other investing into company|5/12/2022|Less than 20|1|No activity parcipation other than contributing money. My wife will be the active partner. It will be a clothing and jewelery distributor., 2) Rental Property | Investment Related:No|3545 COPPER RIVER|BULVERDE|TEXAS|78163|United States|Real Estate (Non-Agent/Broker)|Owner of Rental Property|8/1/2026|Less than 20|0|Rental of home in Bulverde, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-18
• S63 Uniform Securities Agent State Law Examination
  2007-09-05

Other Names

• Chris Byrd