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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 | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2021 | Present |
| Kohl's Department Stores, Inc. | Tucson | AZ | 09/2016 | 12/2016 |
| The World Egg Bank | Phoenix | AZ | 07/2016 | 08/2021 |
| University Of Arizona | Tucson | AZ | 08/2015 | 12/2018 |
| Wag | Hollywood | CA | 07/2017 | 12/2018 |
| Charles Schwab Bank, Ssb | Scottsdale | AZ | 01/2024 | 08/2024 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-29 |
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