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Kevin Healy

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7087644

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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
CO RA APPROVED 2025-08-11
  • CO RA
    APPROVED
    Since 2025-08-11

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
T Rowe Price Colorado Springs CO 03/2019 12/2020
Paragon Food Products Denver CO 08/2018 03/2019
Fidelity Investments Greenwood Village CO 12/2020 10/2021
Unemployed Colorado Springs CO 10/2021 03/2022
Chaney Landscaping Colorado Springs CO 03/2022 07/2023
Full-Time Education Colorado Springs CO 01/2016 12/2018
Paragon Dallas TX 08/2018 03/2019
Charles Schwab & Co., Inc Colorado Springs CO 07/2023 Present
Schwab Wealth Advisory Inc. Denver CO 08/2025 Present
  • 03/2019 → 12/2020
    T Rowe Price
    Colorado Springs, CO
  • 08/2018 → 03/2019
    Paragon Food Products
    Denver, CO
  • 12/2020 → 10/2021
    Fidelity Investments
    Greenwood Village, CO
  • 10/2021 → 03/2022
    Unemployed
    Colorado Springs, CO
  • 03/2022 → 07/2023
    Chaney Landscaping
    Colorado Springs, CO
  • 01/2016 → 12/2018
    Full-Time Education
    Colorado Springs, CO
  • 08/2018 → 03/2019
    Paragon
    Dallas, TX
  • 07/2023 → Present
    Charles Schwab & Co., Inc
    Colorado Springs, CO
  • 08/2025 → Present
    Schwab Wealth Advisory Inc.
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2019-10-03
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2019-10-03
Designations
  • Certified Financial Planner
Other Names
  • Kevin Healy
  • Kevin Christopher Healy

View on SEC IAPD

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