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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 | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 09/2015 | 12/2017 |
| Tiaa | Lewisville | TX | 09/2015 | 12/2017 |
| Loan Depot | Plano | TX | 12/2017 | 07/2018 |
| Charles Schwab & Co., Inc | Grand Prairie | TX | 07/2018 | Present |
| Schwab Wealth Advisory | Grand Prairie | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-05 |
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