Christian Alex Villa

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

• 11/2015 → 06/2019
  Fidelity Investments
  Westlake, TX
• 06/2019 → 12/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 02/2023 → Present
  Schwab Wealth Advisory Inc.
  Fort Worth, TX

Other Businesses

1) M&A Villa Properties LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner |10/1/2024|Less than 20|0|I have 3 rental properties which are currently being rented out to tenants. , 2) Shopper (Instacart) | Investment Related:No|Other|delivery driver |5/16/2026|Less than 20|0|delivery service

Exams

• S66 Uniform Combined State Law Examination
  2023-04-29
• S63 Uniform Securities Agent State Law Examination
  2019-10-25

Other Names

• Christian Alex Villa
• Christian Villa
• Christian A Villa