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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 | 2026-03-31 |
| AZ | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
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