David Paul Kay

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 08/2020
  Vanguard Group, Inc
  Scottsdale, AZ
• 10/2010 → Present
  West 5Th Holdings, Llc
  Scottsdale, AZ
• 05/2012 → Present
  Primary Acquisitions, Llc
  Scottsdale, AZ
• 08/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2025 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Other Businesses

1) Primary Acquisitions LLC| Investment Related: No |PO Box 12361, Scottsdale, AZ, 85267, USA |Real Estate (Non-Agent/Broker) |Manager|5/15/2012|Less than 20 hour/month - 0 during trading hours| I am the co-owner / manager of a duplex I run under my LLC stated above. 2) Dream Stays LLC| Investment Related: No| Real Estate (Non-Agent/Broker) |Manager|2023-11-01|Hours Per Month: 20-40|Hours Spent during Security Trading: 0.5|Short term rental manager.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-05

Designations

• Certified Financial Planner

Other Names

• David Paul Kay
• David Kay
• David P Kay