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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| CO | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arvada | CO | 01/2017 | 12/2021 |
| Bank Of America, N.A. | Arvada | CO | 01/2017 | 12/2021 |
| Arkansas State University | Jonesboro | AR | 05/2013 | 12/2016 |
| J.P. Morgan Securities Llc | Denver | CO | 01/2022 | 05/2025 |
| J.P. Morgan Chase Bank, N.A. | Denver | CO | 01/2022 | 05/2025 |
| Vip Kid | Arvada | CO | 03/2019 | 03/2021 |
| 17236 E Wyoming Dr Llc | Aurora | CO | 05/2024 | 01/2025 |
| Charles Schwab & Co, Inc | Lone Tree | CO | 05/2025 | Present |
| Schwab Wealth Advisor Inc | Lone Tree | CO | 05/2025 | Present |
1) Evergreen Kennels | Investment Related:No||Other|Owner|2025-03-01|Less than 20|0|I breed mini-aussies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-12 |
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