Best Investors Account Sign in

Angela Collins

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 6130645

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
IN RA APPROVED 2026-05-09
  • IN RA
    APPROVED
    Since 2026-05-09

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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
Edward Jones Maryland Heights MO 05/2013 10/2016
Jpmorgan Securities Llc New York NY 11/2016 02/2021
Fidelity Investments Boston MA 04/2021 03/2023
Fidelity Investments Boston MA 03/2023 09/2025
Pnc Wealth Management Pittsburg IN 01/2026 04/2026
Unemployed Fort Wayne IN 09/2025 01/2026
Charles Schwab & Co., Inc. Indianapolis IN 04/2026 Present
Schwab Wealth Advisory, Inc. Indianapolis IN 04/2026 Present
  • 05/2013 → 10/2016
    Maryland Heights, MO
  • 11/2016 → 02/2021
    Jpmorgan Securities Llc
    New York, NY
  • 04/2021 → 03/2023
    Fidelity Investments
    Boston, MA
  • 03/2023 → 09/2025
    Fidelity Investments
    Boston, MA
  • 01/2026 → 04/2026
    Pnc Wealth Management
    Pittsburg, IN
  • 09/2025 → 01/2026
    Unemployed
    Fort Wayne, IN
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 04/2026 → Present
    Indianapolis, IN
Previous Registrations
  • 2026-01-22 → 2026-04-06
    Austin, TX
    Fort Wayne, IN
  • 2025-03-31 → 2025-10-21
    Fort Wayne, IN
    Boston, MA
  • 2021-06-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2016-11-07 → 2021-03-03
    Fort Wayne, IN
    Fort Wayne, IN
    New Haven, IN
    Fort Wayne, IN
    Fort Wayne, IN
  • 2013-10-07 → 2016-10-27
    Fort Wayne, IN
    Fort Wayne, IN
    St Louis, MO
Other Businesses

1) Gaisn Capital LLC | Investment Related:No||Retail|Owner|2025-08-05|Less than 20|0|One member owner of the business. This business is the 40% owner of a business that I have with my sister call Strawberry Noon which I will also disclose. This company was set up by me to bear any liability of have a retail business with her., 2) Strawberry Noon LLC | Investment Related:No||Retail|Co-Owner|2025-08-01|Less than 20|0|I help my sister with the website on the weekend and with packing orders on the weekend., 3) Rental Property | Investment Related:No|495 Village Bend Drive|Real Estate (Non-Agent/Broker)|Owner|2022-02-22|Less than 20|0|I own a rental property in NC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-18
  • S66 Uniform Combined State Law Examination
    2013-09-18
Other Names
  • Angela Nutor
  • Angela Wortham
  • Angela Wortham-Nutor
  • Angela Wortham-Collins
  • Angie Collins
  • Angela Bernice Collins
  • Angela Collins

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Indianapolis, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor