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Steven Marcano

Schwab Wealth Advisory, Inc.

Land O Lakes, FL

CRD 5339978

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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
TX RA APPROVED 2026-01-09
FL RA APPROVED 2025-12-16
  • TX RA
    APPROVED
    Since 2026-01-09
  • FL RA
    APPROVED
    Since 2025-12-16

Branch Locations

Land O Lakes, FL • 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
T. Rowe Price Investment Services, Inc. Owings Mills MD 05/2007 10/2025
Charles Schwab & Co., Inc. Land O Lakes FL 11/2025 Present
Schwab Wealth Advisory, Inc. Land O Lakes FL 11/2025 Present
  • 05/2007 → 10/2025
    T. Rowe Price Investment Services, Inc.
    Owings Mills, MD
  • 11/2025 → Present
    Charles Schwab & Co., Inc.
    Land O Lakes, FL
  • 11/2025 → Present
    Schwab Wealth Advisory, Inc.
    Land O Lakes, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-24
S63 Uniform Securities Agent State Law Examination 2007-12-04
  • S66 Uniform Combined State Law Examination
    2008-09-24
  • S63 Uniform Securities Agent State Law Examination
    2007-12-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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