Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-19 |
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Direction Financial Strategies, Llc | Anthem | AZ | 12/2014 | 05/2026 |
| Self-Employed | Phoenix | AZ | 12/2016 | 05/2026 |
| Zeiders Enterprises Inc. | Anthem | AZ | 10/2016 | 10/2021 |
| Being In Abundance, Llc | Anthem | AZ | 03/2021 | 02/2026 |
| Blend Financial Inc. Dba Origin Financial | Anthem | AZ | 11/2021 | 02/2024 |
| Ellevest | Anthem | AZ | 01/2024 | 11/2024 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2026 | 05/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 01/2026 | 05/2026 |
| Self-Employed | Anthem | AZ | 12/2014 | 05/2026 |
| Self-Employed | Anthem | AZ | 01/2025 | 05/2026 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 05/2026 | 05/2026 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2026 | Present |
1) Rotary International - Anthem Chapter | Investment Related:No|3701 W Anthem Way|Nonprofit Charitable Organizations|Member|2023-05-01|Less than 20|0|Volunteer for setup/tear down or annal golf tournament, work registration table at various events (golf tournament, military ball, annual women's event etc)) help man the rotary booth at Anthem days/4th of July event/fall festival, support clothing/food drives
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
Reach out to this advisor