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Vanessa I Garcia

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 6965199

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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
AZ RA APPROVED 2026-06-11
  • AZ RA
    APPROVED
    Since 2026-06-11

Branch Locations

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
Schwab Wealth Advisory, Inc. Phoenix AZ 06/2026 Present
Fullscreen Inc Los Angeles CA 12/2014 04/2017
Papered Kiss Gilbert AZ 04/2015 04/2017
Sephora Inside Jcpenney Frisco TX 10/2016 12/2016
Carmax Plano TX 03/2017 04/2018
Charles Schwab & Co., Inc. Webster TX 06/2018 Present
Charles Schwab Bank Webster TX 06/2018 05/2026
  • 06/2026 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 12/2014 → 04/2017
    Fullscreen Inc
    Los Angeles, CA
  • 04/2015 → 04/2017
    Papered Kiss
    Gilbert, AZ
  • 10/2016 → 12/2016
    Sephora Inside Jcpenney
    Frisco, TX
  • 03/2017 → 04/2018
    Carmax
    Plano, TX
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    Webster, TX
  • 06/2018 → 05/2026
    Charles Schwab Bank
    Webster, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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