Bailey C Scheffe

Schwab Wealth Advisory, Inc.

CRD 6664160

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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:

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-03-24
CO	RA	APPROVED	2021-02-22

TX RA
APPROVED

Since 2021-03-24
CO RA
APPROVED

Since 2021-02-22

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Csu Online	Fort Collins	CO	03/2016	03/2018
Beau Jo's Pizza	Fort Collins	CO	06/2017	08/2017
N/A	Colorado Springs	CO	03/2018	07/2018
Charles Schwab & Co., Inc	Lone Tree	CO	07/2018	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	02/2021	Present

03/2016 → 03/2018

Csu Online

Fort Collins, CO
06/2017 → 08/2017

Beau Jo's Pizza

Fort Collins, CO
03/2018 → 07/2018

N/A

Colorado Springs, CO
07/2018 → Present

Charles Schwab & Co., Inc

Lone Tree, CO
02/2021 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-13
S63	Uniform Securities Agent State Law Examination	2018-11-12

S66 Uniform Combined State Law Examination

2021-01-13
S63 Uniform Securities Agent State Law Examination

2018-11-12

Other Names

Bailey Christine Ortelli

View on SEC IAPD

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