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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 | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2019 | 06/2022 |
| Albertsons Companies Llc | Fort Worth | TX | 05/2011 | 01/2019 |
| Sam Houston State University | Huntsville | TX | 08/2017 | 12/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2022 | Present |
| Sam Houston State University | Huntsville | TX | 08/2017 | 12/2018 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 12/2025 | Present |
1) SmooVoiceover | Investment Related:No|Performing/Fine Arts|Voice Actor|6/3/2024|Less than 20|0|Record and edit audio samples/files for various client projects, such as commercial, narration, eLearning, audiobooks, etc, for various clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-07 |
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