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Emily Marie Dirgo

Schwab Wealth Advisory, Inc.

St. Petersburg, FL

CRD 5897437

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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
FL RA APPROVED 2025-12-18
TX RA APPROVED 2025-12-17
  • FL RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-17

Branch Locations

St. Petersburg, 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
Charles Schwab & Co., Inc. St Petersburg FL 01/2015 Present
Charles Schwab Bank, Ssb St Petersburg FL 08/2016 10/2025
Schwab Wealth Advisory Inc. St Petersburg FL 12/2025 Present
  • 01/2015 → Present
    Charles Schwab & Co., Inc.
    St Petersburg, FL
  • 08/2016 → 10/2025
    Charles Schwab Bank, Ssb
    St Petersburg, FL
  • 12/2025 → Present
    Schwab Wealth Advisory Inc.
    St Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-12
S63 Uniform Securities Agent State Law Examination 2015-07-10
  • S66 Uniform Combined State Law Examination
    2016-02-12
  • S63 Uniform Securities Agent State Law Examination
    2015-07-10
Other Names
  • Emily Dirgo

View on SEC IAPD

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