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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED_RES | 2024-06-12 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2019 | Present |
| United Parcel Service (Ups) | Columbus | IN | 06/2018 | 08/2018 |
| Indiana University Athletics Ticket Office | Bloomington | IN | 09/2015 | 05/2018 |
| Indiana University | Bloomington | IN | 08/2015 | 05/2019 |
| Charles Schwab Bank, Ssb | Radnor | PA | 02/2021 | 05/2024 |
| Td Ameritrade, Inc. | Radnor | PA | 01/2023 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Radnor | PA | 01/2023 | 06/2024 |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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