Timothy Joseph Bickley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 10/2018
  Charles Schwab & Co.,Inc
  Lone Tree, CO
• 04/2015 → 10/2018
  Charles Schwab Bank
  Lone Tree, CO
• 10/2018 → 02/2022
  Charles Schwab Investment Advisory, Inc
  Lone Tree, CO
• 01/2020 → Present
  Charles Schwab & Co.,Inc
  Littleton, CO
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Littleton, CO

Previous Registrations

• 2018-11-16 → 2022-02-08
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO
  San Francisco, CA
• 2015-04-21 → 2018-11-16
  Charles Schwab & Co., Inc.
  Englewood, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2015-04-21
• S63 Uniform Securities Agent State Law Examination
  2013-08-23