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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
2 Park Plaza Irvine Suite 200, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2021 | 09/2022 |
| Road Runner Sports | Laguna Hills | CA | 06/2019 | 01/2021 |
| J.P. Morgan Securities Llc | Irvine | CA | 10/2022 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 10/2022 | 05/2025 |
| Unemployed | Mission Viejo | CA | 10/2012 | 05/2019 |
| Charles Schwab & Co., Inc. | Irvine | CA | 05/2025 | Present |
| Schwab Wealth Advisory, Inc. | Irvine | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
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