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Erica Marie Ngo

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-15
  • FL RA
    APPROVED
    Since 2025-07-15

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Charles Schwab & Co., Inc. Indianapolis IN 09/2012 12/2016
Charles Schwab & Co., Inc. Orlando FL 10/2017 Present
Barrister Title Services, Inc. Carmel IN 12/2016 05/2017
Unemployed Fort Worth TX 05/2017 10/2017
Schwab Wealth Advisory, Inc. Orlando FL 02/2025 Present
  • 09/2012 → 12/2016
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 10/2017 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 12/2016 → 05/2017
    Barrister Title Services, Inc.
    Carmel, IN
  • 05/2017 → 10/2017
    Unemployed
    Fort Worth, TX
  • 02/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-10
S63 Uniform Securities Agent State Law Examination 2017-12-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-10
  • S63 Uniform Securities Agent State Law Examination
    2017-12-03
Other Names
  • Erica Marie Vavrecan

View on SEC IAPD

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FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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