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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 | 2020-01-02 |
| IN | RA | APPROVED | 2017-04-17 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | Indianapolis | IN | 09/2015 | 10/2016 |
| J.P. Morgan Securities Llc | Zionsville | IN | 10/2016 | 04/2017 |
| Jpmorgan Chase Bank | Zionsville | IN | 10/2016 | 04/2017 |
| Morgan Stanley Smith Barney Llc | Indianapolis | IN | 09/2015 | 10/2016 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 04/2017 | Present |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-21 |
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