William Ezra Richardson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 03/2021
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 08/2015 → 05/2018
  Prudential
  Irving, TX
• 03/2021 → 01/2025
  Robinhood Financial, Llc
  Westlake, TX
• 06/2022 → 01/2025
  Robinhood Markets, Inc
  Westlake, TX
• 03/2026 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2025 → 01/2026
  Robinhood Markets, Inc
  Westlake, TX
• 03/2026 → Present
  Schwab Wealth Advisory Inc.
  Lone Tree, CO

Previous Registrations

• 2026-04-15 → 2026-07-02
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30
• S63 Uniform Securities Agent State Law Examination
  2018-08-03

Other Names

• Ezra Richardson