Best Investors
Account
Sign in
Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| CO | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
Reach out to this advisor