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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-13 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 02/2021 | Present |
| Starbucks Coffee Company | Noblesville | IN | 11/2020 | 12/2020 |
| Cali Coffee | Hollywood | FL | 01/2019 | 04/2019 |
| Turk Law Group | West Palm Beach | FL | 10/2018 | 01/2019 |
| Nova Southeastern University | Davie | FL | 08/2016 | 12/2020 |
| Alternative Dimensions | Noblesville | IN | 05/2013 | 12/2020 |
| Turning Point Usa | Davie | FL | 09/2017 | 10/2018 |
| Top Golf | Fishers | IN | 08/2020 | 12/2020 |
| Dark Side Coffee House | Cicero | IN | 07/2021 | 08/2021 |
| Nova Southeastern University | Davie | FL | 05/2017 | 09/2017 |
| Flix Brewhouse | Carmel | IN | 05/2015 | 12/2019 |
| Kelli Ward For U.S. Senate | Phoenix | AZ | 05/2018 | 08/2018 |
| Student | Davie | FL | 08/2016 | 05/2017 |
| Student | Davie | FL | 09/2017 | 05/2018 |
| Charles Schwab Bank, Ssb | Indianapolis | IN | 05/2022 | 06/2023 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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