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Todd Blanchard Stockwell

Schwab Wealth Advisory, Inc.

Boston, MA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-03
MA RA APPROVED 2023-06-26
  • TX RA
    APPROVED
    Since 2024-02-03
  • MA RA
    APPROVED
    Since 2023-06-26

Branch Locations

One International Place, Boston, MA 02110 • 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
Fidelity Brokerage Services, Inc. Boston MA 01/1994 12/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2021
Adviser Investments, Llc Newton MA 01/2022 04/2023
Charles Schwab & Co, Inc Boston MA 05/2023 Present
Schwab Wealth Advisory Boston MA 05/2023 Present
  • 01/1994 → 12/2021
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 07/2018 → 12/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2022 → 04/2023
    Adviser Investments, Llc
    Newton, MA
  • 05/2023 → Present
    Charles Schwab & Co, Inc
    Boston, MA
  • 05/2023 → Present
    Schwab Wealth Advisory
    Boston, MA
Previous Registrations
  • 2022-02-16 → 2023-04-14
    Rwa Wealth Partners
    Boston, MA
  • 2023-03-01 → 2023-04-14
    Polaris Wealth Advisory Group
    San Rafael, CA
    Newton, MA
  • 2018-07-13 → 2022-01-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 1999-05-03 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
    Cambridge, MA
    Boston, MA
  • 2005-04-27 → 2006-07-07
    Fidelity Personal Trust Company, Fsb
    Merrimack, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-19
S63 Uniform Securities Agent State Law Examination 1994-03-10
  • S65 Uniform Investment Adviser Law Examination
    1999-04-19
  • S63 Uniform Securities Agent State Law Examination
    1994-03-10
Designations
Other Names
  • Todd Stockwell

View on SEC IAPD

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