Andrew Fellouris

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-07

NY RA
APPROVED

Since 2025-09-07

Branch Locations

915 Broadway, New York, NY 10010 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	04/2013	11/2022
Bank Of America, N.A.	Pennington	NJ	05/2013	11/2022
Charles Schwab Bank, Ssb	Princeton	NJ	12/2022	08/2025
Charles Schwab & Co., Inc.	New York	NY	12/2022	Present
Td Ameritrade Inc.	Bridgewater	NJ	03/2023	06/2024
Schwab Wealth Advisory, Inc.	New York	NY	08/2025	Present

04/2013 → 11/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
05/2013 → 11/2022

Bank Of America, N.A.

Pennington, NJ
12/2022 → 08/2025

Charles Schwab Bank, Ssb

Princeton, NJ
12/2022 → Present

Charles Schwab & Co., Inc.

New York, NY
03/2023 → 06/2024

Td Ameritrade Inc.

Bridgewater, NJ
08/2025 → Present

Schwab Wealth Advisory, Inc.

New York, NY

Previous Registrations

2013-04-26 → 2023-01-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Chandler, AZ

Pennington, NJ

Red Bank, NJ

Princeton, NJ

Philadelphia, PA

Sacramento, CA

Dallas, TX

West Nyack, NY

Paramus, NJ
2012-11-06 → 2013-04-16

Equitable Advisors, Llc

Edison, NJ

Kendall Park, NJ

Edison, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-12

S66 Uniform Combined State Law Examination

2012-10-12

Other Names

Andrew Fellouris
Andrew John Fellouris
Andrew Fellouris

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

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