Best Investors Account Sign in

Edward S. Valestin

Schwab Wealth Advisory, Inc.

Boston, MA

CRD 7189254

Claim This Profile
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 2026-01-03
MA RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2026-01-03
  • MA RA
    APPROVED
    Since 2025-09-30

Branch Locations

One International Place, Boston, MA 02110 • 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
Jpmorgan Chase Bank, N.A. Boston MA 10/2019 08/2025
Jpmorgan Securities, Llc. Boston MA 10/2019 08/2025
Boston College Chestnut Hill MA 09/2016 06/2019
Boston College Chestnut Hill MA 06/2016 06/2019
Unemployment Boston MA 09/2019 09/2019
Charles Schwab & Co., Inc Boston MA 08/2025 Present
Schwab Wealth Advisory Inc. Boston MA 08/2025 Present
  • 10/2019 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 10/2019 → 08/2025
    Jpmorgan Securities, Llc.
    Boston, MA
  • 09/2016 → 06/2019
    Boston College
    Chestnut Hill, MA
  • 06/2016 → 06/2019
    Boston College
    Chestnut Hill, MA
  • 09/2019 → 09/2019
    Unemployment
    Boston, MA
  • 08/2025 → Present
    Charles Schwab & Co., Inc
    Boston, MA
  • 08/2025 → Present
    Schwab Wealth Advisory Inc.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-28
  • S66 Uniform Combined State Law Examination
    2020-01-28
Designations
  • Certified Financial Planner
Other Names
  • Edward S. Valestin
  • Edward Valestin
  • Eddie Valestin

View on SEC IAPD

More in Boston, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor