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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-01-02 |
| IN | RA | APPROVED | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2021 | Present |
| State Of Indiana - Department Of Financial Institutions | Indianapolis | IN | 06/2016 | 07/2021 |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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