Richard Alexander Myers

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

• 06/2018 → 07/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2019 → 12/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2014 → 04/2018
  Grand Canyon University
  Phoenix, AZ
• 01/2021 → 07/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 06/2022 → 07/2022
  Robinhood Markets, Inc
  Tempe, AZ
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2022 → Present
  Schwab Wealth Advisory Inc.
  Phoenix, AZ
• 06/2017 → 06/2018
  Aire Rite
  Huntington Beach, CA
• 01/2011 → 06/2017
  N/A
  Mission Viejo, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2019-09-13

Other Names

• Alex Myers
• Richard Myers