Megan Lindsay Hirsch

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

• 07/2017 → 06/2018
  Lodi Unified School District
  Lodi, CA
• 07/2018 → 05/2019
  Stockton Unified School District
  Stockton, CA
• 07/2019 → 06/2021
  Escuela Americana
  San Benito
• 07/2021 → 12/2022
  Academia Britania Cuscatleca
  Santa Tecla
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 08/2015 → 07/2017
  Lodi Unified School District
  Lodi, CA
• 01/2023 → 01/2025
  Charles Schwab Bank, Ssb
  Tysons Corner, VA
• 01/2025 → Present
  Schwab Wealth Advisory, Inc.
  Tysons Corner, VA

Other Businesses

1) Halstead at the Metro HOA | Investment Related:No|Other|Board Member|3/16/2026|Less than 20|0|Serves as a board member on my condo HOA. No financial or investment responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-23

Other Names

• Megan Hirsch