Scott Xuanchi Chen

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

• 07/2023 → 04/2025
  Empirical Wealth Management
  San Mateo, CA
• 04/2025 → 11/2025
  Unemployed
  Chino, CA
• 08/2021 → 06/2023
  Pricewaterhousecoopers Llp
  Irvine, CA
• 02/2020 → 06/2021
  Haskell & White Llp
  Irvine, CA
• 01/2019 → 12/2019
  Casey K. Tung, Cpa
  Temple City, CA
• 10/2017 → 07/2018
  Acme Furniture Industry Inc.
  City Of Industry, CA
• 08/2018 → 12/2018
  Full Time Education
  Chino, CA
• 07/2015 → 09/2017
  Full Time Education
  Chino, CA
• 12/2025 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Designations

• Chartered Financial Analyst