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Isabella M Muturi Sauve

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7011232

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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 2026-03-11
CO RA APPROVED 2025-08-19
  • TX RA
    APPROVED
    Since 2026-03-11
  • CO RA
    APPROVED
    Since 2025-08-19

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Tiaa Denver CO 10/2018 11/2023
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 10/2018 11/2023
University Of Colorado Denver CO 07/2012 09/2018
J.P. Morgan Securities Llc Denver CO 12/2023 07/2025
Jpmorgan Chase Bank, N.A. Denver CO 12/2023 07/2025
Translation & Interpretation Aurora CO 10/2020 08/2022
Schwab Wealth Advisory, Inc. Lone Tree CO 07/2025 Present
Charles Schwab & Co., Inc. Lone Tree CO 07/2025 Present
Previous Registrations
Other Businesses

1) Galaxy Home Care | Investment Related:No|1330 S Potomac Street Suite 118|Denver|CO|80012|United States|Healthcare Services|Care Provider|5/1/2025|More than 40|0|Care provider for my mother, Francesca Muturi (77).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-18
S63 Uniform Securities Agent State Law Examination 2018-12-21
  • S65 Uniform Investment Adviser Law Examination
    2021-09-18
  • S63 Uniform Securities Agent State Law Examination
    2018-12-21
Other Names
  • Isabella Muturi Sauve
  • Isabella M Muturi Sauve
  • Isabella Muturi Sauve
  • Isabella Mugure Muturi Sauve

View on SEC IAPD

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