Amalea Zegarzewski

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

• 08/2023 → 10/2023
  Orion Advisor Solutions
  Omaha, NE
• 09/2022 → 08/2023
  Wilde Wealth
  Paradise Valley, AZ
• 03/2022 → 09/2022
  Fidelity Investments
  Scottsdale, AZ
• 06/2020 → 03/2022
  Fidelity Investments
  Fort Worth, TX
• 03/2016 → 06/2020
  Axa Equitable
  Fort Worth, TX
• 11/2023 → 06/2025
  William Newton
  Durham, NC
• 10/2023 → 10/2023
  James Huckabee
  Durham, NC
• 10/2023 → 10/2023
  Charles Irvin
  Durham, NC
• 11/2023 → 06/2025
  Northwestern Mutual Investment Services Llc
  Durham, NC
• 11/2023 → 06/2025
  James Huckabee
  Durham, NC
• 11/2023 → 06/2025
  Charles Irvin
  Durham, NC
• 11/2023 → 06/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2025 → 06/2025
  Andrew Bernstein
  Raleigh, NC
• 06/2025 → Present
  Charles Schwab & Co., Inc
  Westlake, TX
• 06/2025 → Present
  Schwab Wealth Advisory Inc,
  Westlake, TX

Previous Registrations

• 2023-11-06 → 2025-06-16
  Northwestern Mutual Investment Services, Llc
  Raleigh, NC
  Durham, NC
• 2023-09-08 → 2023-10-04
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2022-09-21 → 2023-09-01
  Cetera Advisors Llc
  Scottsdale, AZ
• 2020-08-13 → 2022-10-05
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-08-05
• S63 Uniform Securities Agent State Law Examination
  2016-10-29

Designations

• Certified Financial Planner

Other Names

• Amalea Slowbe
• Amalea Eleni Slowbe
• Amalea Slowbe
• Amalea Slowbe
• Amalea Zegarzewski