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Nina Anoya

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
TX RA APPROVED 2026-05-20
AZ RA APPROVED 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-20
  • AZ RA
    APPROVED
    Since 2026-05-18

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
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
  • 06/2016 → 01/2025
    Fisher Investments
    San Mateo, CA
  • 02/2025 → 04/2026
    Fidelity Brokerage Services, Llc
    Scottsdale, AZ
  • 04/2025 → 04/2026
    Strategic Advisors, Llc
    Scottsdale, AZ
  • 04/2026 → Present
    Charels Schwab & Co, Inc
    Phoenix, AZ
  • 04/2026 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-16
S65 Uniform Investment Adviser Law Examination 2019-07-30
  • S63 Uniform Securities Agent State Law Examination
    2025-04-16
  • S65 Uniform Investment Adviser Law Examination
    2019-07-30
Other Names
  • Nina Yousif

View on SEC IAPD

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