Roland Villanueva

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Schwab Wealth Advisory, Inc
  Westlake, TX
• 05/2026 → Present
  Charles Schwab & Co, Inc
  Westlake, TX
• 02/2022 → 09/2023
  Edward Jones
  Mckinney, TX
• 02/2021 → 12/2021
  Corpus Christi Financial Group
  Corpus Christi, TX
• 04/2020 → 12/2020
  Full Time Education
  Corpus Christi, TX
• 06/2019 → 08/2020
  Edward Jones
  St. Louis, MO
• 06/2018 → 04/2019
  Sprint Corp.
  Corpus Christi, TX
• 01/2010 → 06/2018
  Full Time Education
  Corpus Christi, TX
• 01/2021 → 08/2021
  Voya Financial Advisors/Cetera Advisor Networks
  Corpus Christi, TX
• 09/2023 → 05/2026
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-09-21 → 2026-05-07
  Fisher Investments
  Plano, TX
• 2022-04-04 → 2023-09-18
  Edward Jones
  Plano, TX
  Mckinney, TX
  Corpus Christi, TX
  St Louis, MO
  Mckinney, TX
  Maryland Heights, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02

Other Names

• Roland Villanueva