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Connor Messman

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-19
  • AZ RA
    APPROVED
    Since 2026-06-19

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
Full Time Education Fort Worth TX 08/2014 05/2017
Insight Global Dallas TX 06/2017 02/2018
Insight Global - Mckesson Corporation Dallas TX 03/2018 06/2018
The Vanguard Group, Inc. Scottsdale AZ 09/2018 05/2020
Morgan Stanley Gilbert AZ 06/2020 04/2024
Morgan Stanley Private Bank, N.A Gilbert AZ 05/2020 01/2021
Wells Fargo Advisors Financial Network, Llc Scottsdale AZ 04/2024 05/2026
Schwab Wealth Advisory, Inc. Phoenix AZ 05/2026 Present
Charles Schwab & Co., Inc. Phoenix AZ 05/2026 Present
  • 08/2014 → 05/2017
    Full Time Education
    Fort Worth, TX
  • 06/2017 → 02/2018
    Insight Global
    Dallas, TX
  • 03/2018 → 06/2018
    Insight Global - Mckesson Corporation
    Dallas, TX
  • 09/2018 → 05/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2020 → 04/2024
    Morgan Stanley
    Gilbert, AZ
  • 05/2020 → 01/2021
    Morgan Stanley Private Bank, N.A
    Gilbert, AZ
  • 04/2024 → 05/2026
    Wells Fargo Advisors Financial Network, Llc
    Scottsdale, AZ
  • 05/2026 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 05/2026 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
S63 Uniform Securities Agent State Law Examination 2018-11-06
  • S66 Uniform Combined State Law Examination
    2020-08-07
  • S63 Uniform Securities Agent State Law Examination
    2018-11-06
Designations
Other Names
  • Connor Messman
  • Connor Ward Messman

View on SEC IAPD

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EW ADVISER, LLC · PHOENIX, AZ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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