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Marco Quintana

Schwab Wealth Advisory, Inc.

San Jose, CA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-01
  • CA RA
    APPROVED
    Since 2026-01-01

Branch Locations

San Jose, CA • 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
Us Treasury Department - Irs Oakland CA 10/2008 06/2021
Charles Schwab & Co., Inc Phoenix AZ 08/2021 Present
Schwab Wealth Advisory, Inc Phoenix AZ 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29

View on SEC IAPD

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