Stefan Andrew Azcarate

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

• 07/2019 → 09/2020
  Jpmorgan Securities Llc
  New York, NY
• 07/2019 → 09/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 01/2016 → 05/2017
  Somerset Academy
  Pembroke Pines, FL
• 06/2017 → 07/2017
  Pricewaterhouse Coopers Llp
  Miami, FL
• 05/2018 → 08/2018
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2017 → 04/2018
  Unemployed
  Pembroke Pines, FL
• 05/2016 → 04/2019
  Florida International University
  Miami, FL
• 05/2019 → 06/2019
  Unemployed
  Pembroke Pines, FL
• 09/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2025 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-03-01
• S63 Uniform Securities Agent State Law Examination
  2019-09-28

Designations

• Certified Financial Planner