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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-29
TX RA APPROVED 2025-01-28
  • NJ RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED
    Since 2025-01-28

Branch Locations

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

30 Hudson Street, Jersey City, NJ 07302 • 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. Sarasota FL 12/2014 01/2017
Charles Schwab Bank Sarasota FL 12/2014 01/2017
Guardian Life Ins Tampa FL 02/2017 05/2017
Park Avenue Securities Tampa FL 02/2017 05/2017
Charles Schwab & Co., Inc. Jersey City NJ 05/2017 Present
Charles Schwab Bank, Ssb Red Bank NJ 05/2017 09/2018
Westshore Financial Group Tampa FL 01/2017 05/2017
Charles Schwab Bank, Ssb Red Bank NJ 08/2021 01/2025
Schwab Wealth Advisory, Inc. Jersey City NJ 01/2025 Present
  • 12/2014 → 01/2017
    Sarasota, FL
  • 12/2014 → 01/2017
    Charles Schwab Bank
    Sarasota, FL
  • 02/2017 → 05/2017
    Guardian Life Ins
    Tampa, FL
  • 02/2017 → 05/2017
    Park Avenue Securities
    Tampa, FL
  • 05/2017 → Present
    Jersey City, NJ
  • 05/2017 → 09/2018
    Charles Schwab Bank, Ssb
    Red Bank, NJ
  • 01/2017 → 05/2017
    Westshore Financial Group
    Tampa, FL
  • 08/2021 → 01/2025
    Charles Schwab Bank, Ssb
    Red Bank, NJ
  • 01/2025 → Present
    Jersey City, NJ
Previous Registrations
  • 2022-07-19 → 2022-10-14
    Td Ameritrade, Inc.
    Red Bank, NJ
    Omaha, NE
  • 2017-02-23 → 2017-06-01
    Tampa, FL
  • 2015-01-05 → 2017-01-19
    Sarasota, FL
  • 2011-09-15 → 2014-11-28
    Usaa Financial Planning Services
    Tampa, FL
Other Businesses

1) Red Bank RiverCenter | Investment Related:No|140 Broad Street Red Bank, NJ, 07701|Red Bank|NJ|07701|USA|Nonprofit Charitable Organizations|Committee Member|1/20/2022|Less than 20|0.1|Collaborate with other committee member to steer decision making as it relates to funding projects and improvements of the town.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-26
  • S66 Uniform Combined State Law Examination
    2011-08-26
Designations
Other Names
  • Steven A Sklaver
  • Steven Sklaver

View on SEC IAPD

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