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Aaron Tucker

Schwab Wealth Advisory, Inc.

Irvine, 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 2025-12-11
CA RA APPROVED 2025-06-04
  • TX RA
    APPROVED
    Since 2025-12-11
  • CA RA
    APPROVED
    Since 2025-06-04

Branch Locations

2 Park Plaza, Irvine, CA 92614 • 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
The Ayco Company, L.P./Mercer Allied Irvine CA 01/2020 01/2021
University Of California, Irvine Irvine CA 09/2019 01/2020
University Of California, Riverside Riverside CA 09/2017 06/2019
University Of California, Los Angeles Los Angeles CA 11/2016 01/2017
Army Reserves Los Alamitos CA 04/2012 06/2018
Goldman Sachs & Co. Llc Irvine CA 01/2021 10/2021
Coldstream Wealth Management Mercer Island WA 10/2021 07/2023
Charles Schwab & Co., Inc. Irvine CA 11/2023 Present
Unemployed Laguna Niguel CA 08/2023 10/2023
Schwab Wealth Advisory Inc Irvine CA 06/2025 Present
  • 01/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 09/2019 → 01/2020
    University Of California, Irvine
    Irvine, CA
  • 09/2017 → 06/2019
    University Of California, Riverside
    Riverside, CA
  • 11/2016 → 01/2017
    University Of California, Los Angeles
    Los Angeles, CA
  • 04/2012 → 06/2018
    Army Reserves
    Los Alamitos, CA
  • 01/2021 → 10/2021
    Goldman Sachs & Co. Llc
    Irvine, CA
  • 10/2021 → 07/2023
    Coldstream Wealth Management
    Mercer Island, WA
  • 11/2023 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 08/2023 → 10/2023
    Unemployed
    Laguna Niguel, CA
  • 06/2025 → Present
    Schwab Wealth Advisory Inc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-15
S66 Uniform Combined State Law Examination 2020-07-14
  • S63 Uniform Securities Agent State Law Examination
    2023-11-15
  • S66 Uniform Combined State Law Examination
    2020-07-14
Designations
Other Names
  • Aaron Tucker
  • Aaron Randall Tucker

View on SEC IAPD

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