Michael A Toth

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 01/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 06/2011 → 01/2019
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 01/2018 → 01/2019
  Usaa Investment Management Company
  Phoenix, AZ
• 01/2019 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 01/2019 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2019-01-02
  Usaa Investment Services Company
  San Antonio, TX
• 2012-01-17 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
  Peoria, AZ
  Peoria, AZ
  Peoria, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-19
• S63 Uniform Securities Agent State Law Examination
  2011-09-13

Designations

• Certified Financial Planner

Other Names

• Mike Allen Toth
• Michael Allen Toth