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Crystal Alexa Cruz Mata

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 8092893

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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 2026-04-29
  • AZ RA
    APPROVED
    Since 2026-04-29

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
Starbucks - Hms Host Phoenix AZ 06/2023 12/2025
Velocity Tax Express Surprise AZ 10/2023 12/2025
Unemployed Phoenix AZ 01/2016 05/2023
Charles Schwab & Co., Inc. Phoenix AZ 06/2025 08/2025
Crystal Cruz Financial Services Phoenix AZ 03/2024 11/2024
Charles Schwab & Co., Inc. Phoenix AZ 01/2026 Present
Schwab Wealth Advisory Inc Phoenix AZ 01/2026 Present
  • 06/2023 → 12/2025
    Starbucks - Hms Host
    Phoenix, AZ
  • 10/2023 → 12/2025
    Velocity Tax Express
    Surprise, AZ
  • 01/2016 → 05/2023
    Unemployed
    Phoenix, AZ
  • 06/2025 → 08/2025
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 03/2024 → 11/2024
    Crystal Cruz Financial Services
    Phoenix, AZ
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2026 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24

View on SEC IAPD

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Nearby Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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