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Zak Su Irizarry

Schwab Wealth Advisory, Inc.

Tysons Corner, VA

San Francisco, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-08
VA RA APPROVED 2023-11-09
  • TX RA
    APPROVED_RES
    Since 2026-03-08
  • VA RA
    APPROVED
    Since 2023-11-09

Branch Locations

1650 Tysons Blvd Suite #150, Tysons Corner, VA 22102 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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
Retro Fitness Iselin NJ 08/2015 04/2017
Axa Advisors Llc New York NY 08/2016 04/2017
Charles Schwab & Co., Inc. Tysons Corner VA 05/2017 Present
Charles Schwab Bank Tysons Corner VA 05/2017 09/2023
Professional Group Plans| Clark NJ 11/2016 07/2017
Schwab Wealth Advisory, Inc. Tysons Corner VA 09/2023 Present
  • 08/2015 → 04/2017
    Retro Fitness
    Iselin, NJ
  • 08/2016 → 04/2017
    Axa Advisors Llc
    New York, NY
  • 05/2017 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 05/2017 → 09/2023
    Charles Schwab Bank
    Tysons Corner, VA
  • 11/2016 → 07/2017
    Professional Group Plans|
    Clark, NJ
  • 09/2023 → Present
    Schwab Wealth Advisory, Inc.
    Tysons Corner, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-30
S63 Uniform Securities Agent State Law Examination 2016-08-27
  • S65 Uniform Investment Adviser Law Examination
    2017-03-30
  • S63 Uniform Securities Agent State Law Examination
    2016-08-27
Other Names
  • Zak Irizarry

View on SEC IAPD

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