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Michael D Relyea

Schwab Wealth Advisory, Inc.

Chicago, IL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-17
  • IL RA
    APPROVED
    Since 2025-09-17

Branch Locations

100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • 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
Sei Investments Distribution Co Oaks PA 11/2014 09/2016
Sei Investments Management Corp Oaks PA 11/2014 09/2016
Allstate Insurance Co Northbrook IL 09/2016 01/2022
Equity Services, Inc. Chicago IL 01/2022 08/2025
National Life Group Chicago IL 01/2022 08/2025
Charles Schwab & Co., Inc Chicago IL 08/2025 Present
Schwab Wealth Advisory Inc. Chicago IL 08/2025 Present
  • 11/2014 → 09/2016
    Sei Investments Distribution Co
    Oaks, PA
  • 11/2014 → 09/2016
    Sei Investments Management Corp
    Oaks, PA
  • 09/2016 → 01/2022
    Allstate Insurance Co
    Northbrook, IL
  • 01/2022 → 08/2025
    Equity Services, Inc.
    Chicago, IL
  • 01/2022 → 08/2025
    National Life Group
    Chicago, IL
  • 08/2025 → Present
    Charles Schwab & Co., Inc
    Chicago, IL
  • 08/2025 → Present
    Schwab Wealth Advisory Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-27
S66 Uniform Combined State Law Examination 2009-07-22
S63 Uniform Securities Agent State Law Examination 2001-05-31
  • S65 Uniform Investment Adviser Law Examination
    2015-02-27
  • S66 Uniform Combined State Law Examination
    2009-07-22
  • S63 Uniform Securities Agent State Law Examination
    2001-05-31
Other Names
  • Michael D. Relyea
  • Michael Deforest Relyea
  • Michael Relyea
  • Michael De Forest Relyea
  • Mike Relyea

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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