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Aaron Ellison

Schwab Wealth Advisory, Inc.

Baltimore, MD

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-07-16
  • MD RA
    APPROVED
    Since 2026-07-16

Branch Locations

Baltimore, MD • 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
Lincoln Financial Advisors Corporation Hunt Valley MD 11/2012 10/2017
Heritage Financial Consultants Hunt Valley MD 10/2015 10/2017
The Oxford Club Baltimore MD 10/2017 01/2024
Charles Schwab & Co., Inc. Baltimore MD 01/2024 Present
Charles Schwab Bank, Ssb Towson MD 01/2024 07/2026
Schwab Wealth Advisory, Inc. Baltimore MD 07/2026 Present
  • 11/2012 → 10/2017
    Lincoln Financial Advisors Corporation
    Hunt Valley, MD
  • 10/2015 → 10/2017
    Heritage Financial Consultants
    Hunt Valley, MD
  • 10/2017 → 01/2024
    The Oxford Club
    Baltimore, MD
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Baltimore, MD
  • 01/2024 → 07/2026
    Charles Schwab Bank, Ssb
    Towson, MD
  • 07/2026 → Present
    Schwab Wealth Advisory, Inc.
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-28
  • S66 Uniform Combined State Law Examination
    2024-03-28
Designations
Other Names
  • Aaron Christoffer Ellison

View on SEC IAPD

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