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Yulia Schneider

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7063023

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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 2026-03-31
AZ RA APPROVED 2025-12-23
  • TX RA
    APPROVED
    Since 2026-03-31
  • AZ RA
    APPROVED
    Since 2025-12-23

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
The Vanguard Group, Inc. Scottsdale AZ 08/2019 11/2025
Schneider & Associate, Cpas, Pc Phoenix AZ 12/2010 12/2019
Schneider Wealth Management Phoenix AZ 01/2019 08/2019
Harvest Foundation Inc Phoenix AZ 06/2020 05/2021
Vanguard Marketing Corporation Scottsdale AZ 08/2019 11/2025
Vanguard Advisers, Inc. Scottsdale AZ 10/2021 11/2025
Schwab Wealth Advisory, Inc. Phoenix AZ 12/2025 Present
Charles Schwab & Co., Inc. Phoenix AZ 12/2025 Present
  • 08/2019 → 11/2025
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 12/2010 → 12/2019
    Schneider & Associate, Cpas, Pc
    Phoenix, AZ
  • 01/2019 → 08/2019
    Schneider Wealth Management
    Phoenix, AZ
  • 06/2020 → 05/2021
    Harvest Foundation Inc
    Phoenix, AZ
  • 08/2019 → 11/2025
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 10/2021 → 11/2025
    Scottsdale, AZ
  • 12/2025 → Present
    Phoenix, AZ
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-16
S63 Uniform Securities Agent State Law Examination 2019-10-14
  • S66 Uniform Combined State Law Examination
    2021-10-16
  • S63 Uniform Securities Agent State Law Examination
    2019-10-14
Other Names
  • Yulia Victoria Schneider
  • Yuliya Viktorovna Antaniuk
  • Yuliya Viktorovna Reilley
  • Yulia Victoria Antoniuk
  • Yulia Victoria Schneider
  • Yulia Schneider

View on SEC IAPD

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