Meredith Schwab

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 11/2023
  First Command
  N. Charleston, SC
• 11/2021 → 11/2022
  Kiawah Island Club
  Kiawah, SC
• 12/2022 → 02/2023
  Unemployed
  Johns Island, SC
• 12/2015 → 12/2016
  Unemployed
  Washington, DC
• 01/2017 → 12/2017
  Umuc
  College Park, MD
• 06/2017 → 08/2020
  Library Tavern
  Washington, DC
• 01/2021 → 10/2021
  Unemployed
  Johns Island, SC
• 03/2020 → 12/2020
  Turf Center
  Spencerville, MD
• 03/2020 → 07/2020
  Whb Financial Advisors
  Rockville, MD
• 04/2023 → 11/2023
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 11/2023 → Present
  First Command Brokerage Services
  Fort Worth, TX
• 11/2023 → Present
  First Command Advisory Services
  Fort Worth, TX
• 11/2023 → Present
  First Command Insurance Services
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-11-11