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Meagan Alexandria Druey Schaefer

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7182529

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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:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
CO RA APPROVED 2025-05-29
  • TX RA
    APPROVED
    Since 2026-05-07
  • CO RA
    APPROVED
    Since 2025-05-29

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2017 → 12/2021
    Arvada, CO
  • 01/2017 → 12/2021
    Bank Of America, N.A.
    Arvada, CO
  • 05/2013 → 12/2016
    Arkansas State University
    Jonesboro, AR
  • 01/2022 → 05/2025
    Denver, CO
  • 01/2022 → 05/2025
    J.P. Morgan Chase Bank, N.A.
    Denver, CO
  • 03/2019 → 03/2021
    Vip Kid
    Arvada, CO
  • 05/2024 → 01/2025
    17236 E Wyoming Dr Llc
    Aurora, CO
  • 05/2025 → Present
    Charles Schwab & Co, Inc
    Lone Tree, CO
  • 05/2025 → Present
    Schwab Wealth Advisor Inc
    Lone Tree, CO
Previous Registrations
Other Businesses

1) Evergreen Kennels | Investment Related:No||Other|Owner|2025-03-01|Less than 20|0|I breed mini-aussies

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-12
  • S66 Uniform Combined State Law Examination
    2020-02-12
Other Names
  • Alex Druey
  • Meagan Druey
  • Meagan Alexandria Druey

View on SEC IAPD

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