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Auddie Cousins

Schwab Wealth Advisory, Inc.

Chicago, IL

CRD 8062673

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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
IL RA APPROVED 2026-08-21
  • IL RA
    APPROVED
    Since 2026-08-21

Branch Locations

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Fidelity Investments Oak Brook IL 03/2025 07/2026
Noble Nashville Notaries Nashville TN 05/2021 11/2024
The Battery San Francisco CA 04/2018 10/2018
University Of Tn Health Science Center Memphis TN 08/2015 08/2017
Regions Bank Nashville TN 03/2020 05/2021
Unemployed Knoxville TN 03/2019 03/2020
Mad Oak Bar 'N' Yard San Francisco CA 08/2017 03/2018
Unemployed Nashville TN 11/2024 03/2025
Trailblazer Taver San Francisco CA 10/2018 02/2019
Charles Schwab & Co., Inc. Chicago IL 08/2026 Present
Schwab Wealth Advisory, Inc. Chicago IL 08/2026 Present
  • 03/2025 → 07/2026
    Fidelity Investments
    Oak Brook, IL
  • 05/2021 → 11/2024
    Noble Nashville Notaries
    Nashville, TN
  • 04/2018 → 10/2018
    The Battery
    San Francisco, CA
  • 08/2015 → 08/2017
    University Of Tn Health Science Center
    Memphis, TN
  • 03/2020 → 05/2021
    Regions Bank
    Nashville, TN
  • 03/2019 → 03/2020
    Unemployed
    Knoxville, TN
  • 08/2017 → 03/2018
    Mad Oak Bar 'N' Yard
    San Francisco, CA
  • 11/2024 → 03/2025
    Unemployed
    Nashville, TN
  • 10/2018 → 02/2019
    Trailblazer Taver
    San Francisco, CA
  • 08/2026 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 08/2026 → Present
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
  • S66 Uniform Combined State Law Examination
    2025-06-24
Other Names
  • Auddie Cousins
  • Auddie Malik Cousins

View on SEC IAPD

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