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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
| Famous Footwear | West Des Moines | IA | 05/2019 | 08/2020 |
| Famous Footwear | West Des Moines | IA | 05/2018 | 05/2019 |
| Swirl Station | Grimes | IA | 06/2016 | 06/2017 |
| Panera Bread | Johnston | IA | 06/2017 | 08/2018 |
| Northwest Missouri State University | Maryville | MO | 08/2017 | 05/2021 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-17 |
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