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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2025 | 08/2025 |
| Full Time Education | Tempe | AZ | 08/2022 | 12/2025 |
| Wilde Wealth Management Group | Chandler | AZ | 09/2024 | 05/2025 |
| Tilton & Co. Cpa's, P.C | Tempe | AZ | 03/2024 | 10/2024 |
| Ike's Love And Sandwiches | Scottsdale | AZ | 10/2023 | 09/2024 |
| Amiel's Original Submarine | Victor | NY | 11/2021 | 08/2023 |
| Delta Sonic | Penfield | NY | 08/2020 | 10/2020 |
| Full Time Education | Victor | NY | 09/2008 | 06/2022 |
| Unemployed | Phoenix | AZ | 12/2025 | 01/2026 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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