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Thomas Buckman

Schwab Wealth Advisory, Inc.

Radnor, PA

CRD 6204964

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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 2024-06-14
PA RA APPROVED 2024-04-18
  • TX RA
    APPROVED
    Since 2024-06-14
  • PA RA
    APPROVED
    Since 2024-04-18

Branch Locations

100 Matsonford Rd Suite 301, Radnor, PA 19087 • 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
The Vanguard Group, Inc. Malvern PA 06/2014 04/2024
Dixon Golf Tempe AZ 05/2015 04/2017
Uber Glenside PA 09/2015 04/2024
Self Employed Norristown PA 02/2023 04/2024
Charles Schwab & Co., Inc Radnor PA 04/2024 Present
Schwab Wealth Advisory, Inc. Radnor PA 04/2024 Present
  • 06/2014 → 04/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2015 → 04/2017
    Dixon Golf
    Tempe, AZ
  • 09/2015 → 04/2024
    Uber
    Glenside, PA
  • 02/2023 → 04/2024
    Self Employed
    Norristown, PA
  • 04/2024 → Present
    Charles Schwab & Co., Inc
    Radnor, PA
  • 04/2024 → Present
    Schwab Wealth Advisory, Inc.
    Radnor, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-17
  • S63 Uniform Securities Agent State Law Examination
    2014-07-17
Designations
  • Certified Financial Planner
Other Names
  • Tom Buckman
  • Thomas Buckman
  • Thomas Andrew Buckman

View on SEC IAPD

Nearby Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC

Nearby Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG

Nearby Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA

More in Radnor, PA

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