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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 | 2026-05-20 |
| AZ | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | San Mateo | CA | 06/2016 | 01/2025 |
| Fidelity Brokerage Services, Llc | Scottsdale | AZ | 02/2025 | 04/2026 |
| Strategic Advisors, Llc | Scottsdale | AZ | 04/2025 | 04/2026 |
| Charels Schwab & Co, Inc | Phoenix | AZ | 04/2026 | Present |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-30 |
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