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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2020-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Glendale | AZ | 06/2013 | 03/2017 |
| Zeiders Enterprises | Woodbridge | VA | 11/2016 | 03/2017 |
| Ameriprise Financial Services Inc. | Poenix | AZ | 03/2017 | 10/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2017 | Present |
| Charles Schwab Bank | Lone Tree | CO | 10/2017 | 03/2020 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-29 |
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