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Sydney Rae Bianchi

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7063215

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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
IN RA APPROVED 2025-07-16
  • IN RA
    APPROVED
    Since 2025-07-16

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc. Indianapolis IN 01/2019 Present
Indiana University Hoosier Cafe And Store At Mcnutt Bloomington IN 01/2015 05/2018
Indiana University School Of Public And Environmental Affairs Bloomington IN 08/2017 05/2018
Indiana University Health Bloomington IN 01/2018 05/2018
Bloomington Meadows Hospital Bloomington IN 01/2017 04/2017
River Pointe Country Club Hobart IN 05/2015 12/2018
Macy's Hobart IN 10/2018 01/2019
Indiana University Bloomington IN 08/2014 05/2018
Charles Schwab Bank, Ssb Indianapolis IN 10/2021 07/2025
Schwab Wealth Advisory, Inc Indianapolis IN 07/2025 Present
  • 01/2019 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2015 → 05/2018
    Indiana University Hoosier Cafe And Store At Mcnutt
    Bloomington, IN
  • 08/2017 → 05/2018
    Indiana University School Of Public And Environmental Affairs
    Bloomington, IN
  • 01/2018 → 05/2018
    Indiana University Health
    Bloomington, IN
  • 01/2017 → 04/2017
    Bloomington Meadows Hospital
    Bloomington, IN
  • 05/2015 → 12/2018
    River Pointe Country Club
    Hobart, IN
  • 10/2018 → 01/2019
    Macy's
    Hobart, IN
  • 08/2014 → 05/2018
    Indiana University
    Bloomington, IN
  • 10/2021 → 07/2025
    Charles Schwab Bank, Ssb
    Indianapolis, IN
  • 07/2025 → Present
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-11
S63 Uniform Securities Agent State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2020-07-11
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14
Other Names
  • Sydney R Marrs
  • Sydney Marrs
  • Sydney Rae Marrs

View on SEC IAPD

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