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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 | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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