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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-30 |
| CO | RA | APPROVED | 2019-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/1994 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 07/2016 | 04/2018 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 02/2019 | Present |
Condo, Steamboat Springs, CO|Investment Related:No| Walton Creek Unit 207;Steamboat Springs;CO;80487;USA|Real Estate (Non-Agent/Broker)|Owner|2018-02-13|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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