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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2008 | Present |
| Charles Schwab Bank | Scottsdale | AZ | 08/2010 | 05/2025 |
| Td Ameritrade Inc. | Scottsdale | AZ | 05/2023 | 06/2024 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 05/2025 | Present |
Optavia | Health Coach | Less than 20 hrs | no business during trading hrs | less than 20 hrs monthly
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
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