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Tanner Grech

Schwab Wealth Advisory, Inc.

San Francisco, CA

Phoenix, AZ

CRD 6952474

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
AZ RA APPROVED 2024-07-25
  • TX RA
    APPROVED
    Since 2025-11-24
  • AZ RA
    APPROVED
    Since 2024-07-25

Branch Locations

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

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Charles Schwab & Co., Inc. Phoenix AZ 05/2018 Present
Metro Inspections, Llc Phoenix AZ 12/2017 05/2018
Northwest Trustee Services Bellevue WA 04/2015 12/2017
Schwab Wealth Advisory, Inc. Phoenix AZ 07/2024 Present
  • 05/2018 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2017 → 05/2018
    Metro Inspections, Llc
    Phoenix, AZ
  • 04/2015 → 12/2017
    Northwest Trustee Services
    Bellevue, WA
  • 07/2024 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-08
S63 Uniform Securities Agent State Law Examination 2018-10-26
  • S66 Uniform Combined State Law Examination
    2021-12-08
  • S63 Uniform Securities Agent State Law Examination
    2018-10-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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