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Stephanie Nicole Shadel

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 5728045

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-02
CO RA APPROVED 2014-04-10
  • TX RA
    APPROVED
    Since 2020-01-02
  • CO RA
    APPROVED
    Since 2014-04-10

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc. Lone Tree CO 10/2009 Present
Schwab Wealth Advisory Inc Lone Tree CO 03/2014 Present
Other Businesses

1) Stephanie Shadel Rental Property | Investment Related:No|8822 Fairway Oaks Way|Lone Tree|CO|80206|USA|Real Estate (Non-Agent/Broker)|Landlord |11/1/2025|Less than 20|0|I'm renting my house to a friend. I own the house.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-31
S63 Uniform Securities Agent State Law Examination 2010-03-05
  • S66 Uniform Combined State Law Examination
    2014-03-31
  • S63 Uniform Securities Agent State Law Examination
    2010-03-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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