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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 | 2026-01-26 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2021 | Present |
| Central States Beverage Company | Kansas City | MO | 05/2019 | 08/2019 |
| Omaha Country Club | Omaha | NE | 05/2018 | 08/2018 |
| Rkc Group | Leawood | KS | 01/2017 | 12/2018 |
| Creighton University | Omaha | NE | 08/2016 | 05/2020 |
| Overland Park Racquet Club | Overland Park | KS | 01/2017 | 12/2017 |
| Unemployed | Leawood | KS | 06/2020 | 03/2021 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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