Best Investors Account Sign in

Craig Mckinlay

Schwab Wealth Advisory, Inc.

San Rafael, CA

CRD 6005397

Claim This Profile
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
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

San Rafael, CA • 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
Blackrock Investments, Llc San Francisco CA 10/2012 09/2022
Charles Schwab & Co., Inc. San Rafael CA 09/2022 Present
Schwab Wealth Advisory Inc San Rafael CA 12/2025 Present
  • 10/2012 → 09/2022
    Blackrock Investments, Llc
    San Francisco, CA
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    San Rafael, CA
  • 12/2025 → Present
    Schwab Wealth Advisory Inc
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-07
S63 Uniform Securities Agent State Law Examination 2012-04-16
  • S65 Uniform Investment Adviser Law Examination
    2016-03-07
  • S63 Uniform Securities Agent State Law Examination
    2012-04-16

View on SEC IAPD

More in San Rafael, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor