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Andrew William Feeney

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7389198

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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

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-28
TX RA APPROVED 2024-08-28
  • CO RA
    APPROVED
    Since 2024-08-28
  • TX RA
    APPROVED
    Since 2024-08-28

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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Lone Tree CO 06/2022 Present
Equitable Advisors Boulder CO 06/2021 05/2022
Hometown Coffee & Juice Glencoe IL 07/2018 08/2019
Mirani's At Home Winnetka IL 10/2017 06/2021
New Trier High School Winnetka IL 08/2014 08/2018
Central School Glencoe IL 01/2012 07/2018
University Of Colorado Boulder Boulder CO 08/2018 07/2022
Feen Cleans - Power Washing Bu Glencoe IL 06/2019 08/2021
Schwab Wealth Advisory Inc. Lone Tree CO 06/2022 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc
    Lone Tree, CO
  • 06/2021 → 05/2022
    Equitable Advisors
    Boulder, CO
  • 07/2018 → 08/2019
    Hometown Coffee & Juice
    Glencoe, IL
  • 10/2017 → 06/2021
    Mirani's At Home
    Winnetka, IL
  • 08/2014 → 08/2018
    New Trier High School
    Winnetka, IL
  • 01/2012 → 07/2018
    Central School
    Glencoe, IL
  • 08/2018 → 07/2022
    University Of Colorado Boulder
    Boulder, CO
  • 06/2019 → 08/2021
    Feen Cleans - Power Washing Bu
    Glencoe, IL
  • 06/2022 → Present
    Schwab Wealth Advisory Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Other Names
  • Andrew Feeney
  • Drew Feeney

View on SEC IAPD

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