Alex Matthew Avila

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

• 06/2016 → 04/2019
  Charles Schwab & Co
  Lone Tree, CO
• 05/2018 → 04/2019
  Charles Schwab Bank
  Houston, TX
• 04/2019 → 01/2020
  E*Trade Securities Llc
  Denver, CO
• 04/2019 → 01/2020
  E*Trade Capital Management Llc
  Denver, CO
• 02/2020 → 07/2020
  Unemployed
  Denver, CO
• 07/2020 → 11/2020
  Principal Life Insurance Company
  Denver, CO
• 07/2020 → 11/2020
  Principal Securities Inc
  Denver, CO
• 11/2020 → 07/2021
  Fidelity Investments
  Greenwood Village, CO
• 07/2021 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO
• 07/2021 → Present
  Charles Schwab & Co, Inc
  Littleton, CO

Previous Registrations

• 2021-01-20 → 2021-07-07
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2020-08-13 → 2020-11-19
  Principal Securities, Inc.
  Denver, CO
• 2019-04-16 → 2020-01-22
  Harrisdirect Llc
  Denver, CO
  Arlington, VA
• 2017-05-11 → 2019-03-28
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Houston, TX

Other Businesses

1) Trinviark/Sunny Out West Media | Investment Related:No|9164 W Phillips Dr|Littleton|CO|80128|USA|Broadcasting/Music/Film|Owner|7/14/2021|Less than 20|0|Owner, producing/actor of fiction works, writing and publishing of fiction screenplays books, novels, short stories.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-11
• S63 Uniform Securities Agent State Law Examination
  2016-12-19

Other Names

• Alex Matthew Avila
• Alex Avila