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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2010 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 10/2015 | 05/2018 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 01/2025 | Present |
1) Colorado Ice Hockey Referee Association | Investment Related:No|2075 South University Blvd., # 202|Denver|CO|80210|USA|Other|Hockey Official|1/5/2010|Less than 20|0|I officiate youth hockey games and get paid as an independent contractor., 2) CHSAA | Investment Related:No|14855 E. 2nd Avenue|aurora|CO|80011|USA|Sports/Physical Recreation|Hockey referee|11/1/2013|Less than 20|0|I will be officiating ice hockey for the Colorado High School Athletics Association as an independent contractor in the denver and surrounding areas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-21 |
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