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Chadwick Scott Proctor

Schwab Wealth Advisory, Inc.

Seattle, WA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-29
  • WA RA
    APPROVED
    Since 2026-05-29

Branch Locations

400 Westlake Ave North Suite 100, Seattle, WA 98109 • 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
Northern Trust Seattle WA 07/2015 04/2019
Bank Of America Private Bank Seattle WA 04/2019 12/2019
Bny Seattle WA 12/2019 04/2026
Charles Schwab & Co., Inc. Bellevue WA 04/2026 Present
Schwab Wealth Advisory, Inc. Bellevue WA 04/2026 Present
  • 07/2015 → 04/2019
    Northern Trust
    Seattle, WA
  • 04/2019 → 12/2019
    Bank Of America Private Bank
    Seattle, WA
  • 12/2019 → 04/2026
    Bny
    Seattle, WA
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 04/2026 → Present
    Schwab Wealth Advisory, Inc.
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29
Other Names
  • Chad Proctor

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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