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Chandler Joseph Crespin

Schwab Wealth Advisory, Inc.

Colorado Springs, CO

CRD 5818114

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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 2026-05-07
CO RA APPROVED 2023-12-27
  • TX RA
    APPROVED
    Since 2026-05-07
  • CO RA
    APPROVED
    Since 2023-12-27

Branch Locations

Colorado Springs, CO • 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
Tiaa Denver CO 08/2015 02/2021
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 08/2015 02/2021
Charles Schwab & Co., Inc Colorado Springs CO 07/2022 Present
Unemployed Colorado Springs CO 03/2021 06/2022
Schwab Wealth Advisory, Inc. Colorado Springs CO 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
S63 Uniform Securities Agent State Law Examination 2011-01-12
  • S66 Uniform Combined State Law Examination
    2022-08-19
  • S63 Uniform Securities Agent State Law Examination
    2011-01-12
Other Names
  • Chandler Joseph Crespin
  • Chandler Crespin

View on SEC IAPD

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