Andrew Raymond Porter

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

• 07/2007 → 09/2016
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2016 → 12/2016
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ
• 09/2016 → Present
  Charles Schwab & Co., Inc.
  Cave Creek, AZ
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Cave Creek, AZ

Previous Registrations

• 2022-03-02 → 2024-01-03
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2016-10-24 → 2018-12-04
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2015-02-17 → 2016-09-21
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-08-16

Designations

• Certified Financial Planner

Other Names

• Andrew R Porter