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Steven James Molinario

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-02-09
  • AZ RA
    APPROVED
    Since 2022-02-09

Branch Locations

Phoenix, AZ • 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
Cetera Advisors Llc Denver CO 01/2015 12/2021
Schwab Wealth Advisory Inc Phoenix AZ 01/2022 Present
Charles Schwab & Co., Inc. Phoenix AZ 01/2022 Present
  • 01/2015 → 12/2021
    Cetera Advisors Llc
    Denver, CO
  • 01/2022 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Previous Registrations
  • 2017-11-13 → 2022-01-04
    Cetera Advisors Llc
    Scottsdale, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-24
S63 Uniform Securities Agent State Law Examination 2013-10-10
  • S65 Uniform Investment Adviser Law Examination
    2017-10-24
  • S63 Uniform Securities Agent State Law Examination
    2013-10-10

View on SEC IAPD

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