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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-29 |
| FL | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2013 | 06/2020 |
| Usaa Financial Planning Services | Tampa | FL | 08/2013 | 12/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | 12/2021 |
| Bayshore Little League Board Of Directors | Tampa | FL | 11/2019 | 12/2021 |
| Usaa Life Insurance Company | Tampa | FL | 01/2018 | 10/2025 |
| Sprout Play To Learn Center | Tampa | FL | 12/2020 | 12/2021 |
| Usaa Investment Services Company | Tampa | FL | 03/2022 | 10/2025 |
| Schwab Wealth Advisory, Inc. | Tampa | FL | 10/2025 | Present |
| Usaa | Tampa | FL | 08/2013 | 10/2025 |
| Charles Schwab & Co., Inc. | Tampa | FL | 10/2025 | Present |
1) Christopher Sanchez Rental Property | Investment Related:No|106 S Habana Ave Unit 7|Real Estate (Non-Agent/Broker)|Owner|2011-08-01|Less than 20|0|Oversee maintenance and leasing of single family townhouse., 2) Habana Gardens HOA | Investment Related:No|106 S Habana Ave|Real Estate (Non-Agent/Broker)|VP|2011-10-01|Less than 20|0|Oversee the maintenance of the small townhouse community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-16 |
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