Best Investors Account Sign in

Timothy Williams

Schwab Wealth Advisory, Inc.

Fairfax, VA

CRD 5804480

Claim This Profile
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
VA RA APPROVED 2025-12-16
  • VA RA
    APPROVED
    Since 2025-12-16

Branch Locations

Fairfax, VA • 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
Morgan Stanley Smith Barney Llc Mclean VA 10/2014 10/2025
Charles Schwab & Co., Inc. Fairfax VA 11/2025 Present
Schwab Wealth Advisory, Inc Fairfax VA 12/2025 Present
  • 10/2014 → 10/2025
    Morgan Stanley Smith Barney Llc
    Mclean, VA
  • 11/2025 → Present
    Charles Schwab & Co., Inc.
    Fairfax, VA
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc
    Fairfax, VA
Previous Registrations
  • 2015-01-06 → 2025-10-27
    Morgan Stanley
    Morristown, NJ
    New York, NY
    New York, NY
    Purchase, NY
    Mclean, VA
    Purchase, NY
    Winchester, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-05
  • S66 Uniform Combined State Law Examination
    2015-01-05
Designations
  • Certified Financial Planner
Other Names
  • Timothy Williams
  • Tim Williams
  • Timothy J Williams

View on SEC IAPD

More in Fairfax, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor