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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Lake Mary | FL | 04/2010 | 05/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2025 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 05/2025 | Present |
1) Plato's Closet | Investment Related:No|610 N Alafaya Trail |Orlando|Florida|32828|USA|Retail|Co-Owner|2/1/2023|Less than 20|0|I have no role or responsibilities with this business. My wife owns and operates the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-06 |
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