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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | 08/2025 |
| Unt | Denton | TX | 02/2025 | 12/2025 |
| Full Time Education | Denton | TX | 06/2023 | 12/2025 |
| Ozumo Santana Row Llc | San Jose | CA | 06/2020 | 06/2023 |
| Full Time Education | San Jose | CA | 06/2015 | 06/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-26 |
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