Kristina Regan

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

• 04/2000 → 03/2020
  Strategic Advisers, Inc.
  Boston, MA
• 08/2020 → 03/2025
  Finarc Investments, Inc.
  Norwood, MA
• 04/2020 → 08/2020
  Unemployed
  Walpole, MA
• 03/2025 → Present
  Charles Schwab & Co., Inc
  Boston, MA
• 03/2025 → Present
  Schwab Wealth Advisory Inc.
  Boston, MA

Previous Registrations

• 2020-08-18 → 2025-03-10
  Finarc Investments, Inc.
  Norwood, MA
• 2006-12-20 → 2020-04-02
  Strategic Advisers Llc
  Boston, MA

Other Businesses

Envisioning Access/ Nonprofit Charitable Organization/ Member of finance committee/ meetings monthly to address overall finances of nonprofit, spending, nonprofit tax forms, donor activity / Boston, MA / On average, how many hours per month do you devote or expect to devote to this activity? less than 20 / Start date 04/01/2021/ My role is on the finance committee which involves monthly meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-03
• S66 Uniform Combined State Law Examination
  2000-10-28

Designations

• Chartered Financial Analyst

Other Names

• Kristina Marianne Ramsager
• Kristina M Ramsager
• Kristina Marianne Regan