Colin Garrett Maurer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 08/2020
  Unemployed
  Irvine, CA
• 08/2020 → 04/2021
  Tjx Companies
  Irvine, CA
• 04/2021 → 01/2023
  Unemployed
  Mission Viejo, CA
• 01/2023 → 11/2023
  Uber
  Tempe, AZ
• 12/2023 → 04/2025
  Eco-Shield Pest Solutions
  Plano, TX
• 04/2025 → 06/2025
  Car Detailing Self Start
  Tempe, AZ
• 06/2025 → 08/2025
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2025 → 01/2026
  Unemployed
  Tempe, AZ
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2026 → Present
  Schwab Wealth Advisory
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-24
• S65 Uniform Investment Adviser Law Examination
  2023-07-26