Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-08 |
Branch Locations
11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase | Everett | WA | 03/2018 | 06/2019 |
| Equitable Advisors, Llc | Bellevue | WA | 07/2019 | 03/2021 |
| Equitable Advisors, Llc | Bellevue | WA | 12/2020 | 03/2021 |
| Lpl Financial Llc | Everett | WA | 03/2021 | 11/2022 |
| Coldstream Wealth Management | Bellevue | WA | 11/2022 | 09/2024 |
| Coldstream Securities, Inc. | Bellevue | WA | 02/2023 | 09/2024 |
| Lpl Financial Llc | Everett | WA | 03/2021 | 11/2022 |
| Snider Retirement Strategies, Inc. | Bellevue | WA | 09/2024 | 07/2025 |
| Charles Schwab & Co., Inc | Bellevue | WA | 09/2025 | Present |
| Schwab Wealth Advisory Inc. | Bellevue | WA | 09/2025 | Present |
| Wells Fargo | Roanoke | VA | 06/2016 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
Reach out to this advisor