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Olivia Starkey

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 8083770

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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
AZ RA APPROVED 2026-06-23
  • AZ RA
    APPROVED
    Since 2026-06-23

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Charles Schwab Phoenix AZ 06/2025 08/2025
Unemployed Anthem AZ 08/2025 01/2026
City Of Tempe Tempe AZ 09/2024 05/2025
Enclave At Anthem Anthem AZ 08/2021 10/2024
Stevens Family Anthem AZ 05/2024 08/2024
Pita Jungle Phoenix AZ 03/2022 07/2022
Ace Harware Anthem AZ 05/2021 08/2021
Arizona State University Tempe AZ 01/2023 05/2023
Unemployed Anthem AZ 01/2016 05/2021
Charles Schwab & Co., Inc. Phoenix AZ 01/2026 Present
Schwab Wealth Advisory Phoenix AZ 01/2026 Present
  • 06/2025 → 08/2025
    Charles Schwab
    Phoenix, AZ
  • 08/2025 → 01/2026
    Unemployed
    Anthem, AZ
  • 09/2024 → 05/2025
    City Of Tempe
    Tempe, AZ
  • 08/2021 → 10/2024
    Enclave At Anthem
    Anthem, AZ
  • 05/2024 → 08/2024
    Stevens Family
    Anthem, AZ
  • 03/2022 → 07/2022
    Pita Jungle
    Phoenix, AZ
  • 05/2021 → 08/2021
    Ace Harware
    Anthem, AZ
  • 01/2023 → 05/2023
    Arizona State University
    Tempe, AZ
  • 01/2016 → 05/2021
    Unemployed
    Anthem, AZ
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2026 → Present
    Schwab Wealth Advisory
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-12
  • S66 Uniform Combined State Law Examination
    2026-06-12

View on SEC IAPD

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