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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
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