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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 10/2019 | 08/2022 |
| Holy Name Medical Center | Teaneck | NJ | 11/2017 | 09/2019 |
| Small Business Camp (Non-Profit) | New York | NY | 01/2017 | 05/2017 |
| Morgan Stanley | Purchase | NY | 04/2017 | 09/2017 |
| Full Time Education | Fairfield | CT | 01/2012 | 01/2017 |
| Morgan Stanley | Purchase | NY | 10/2022 | 03/2024 |
| Schwab Wealth Advisory, Inc | Teaneck | NJ | 07/2025 | Present |
| Charles Schwab & Co., Inc | Teaneck | NJ | 07/2025 | Present |
| Unemployed | Teaneck | NJ | 04/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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