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Kevin Madigan

Schwab Wealth Advisory, Inc.

Atlanta, GA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
GA RA APPROVED 2025-08-19
  • TX RA
    APPROVED
    Since 2026-01-03
  • GA RA
    APPROVED
    Since 2025-08-19

Branch Locations

3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • 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
E*Trade Securities Llc Alpharetta GA 03/2016 12/2016
E*Trade Securities Llc Alpharetta GA 12/2016 07/2018
E*Trade Capital Management Llc Alpharetta GA 12/2016 07/2018
Fisher Investments Camas WA 08/2018 07/2023
Wela Strategies, Inc. Atlanta GA 08/2023 07/2025
Schwab Wealth Advisory, Inc. Atlanta GA 07/2025 Present
Charles Schwab & Co., Inc. Atlanta GA 07/2025 Present
  • 03/2016 → 12/2016
    E*Trade Securities Llc
    Alpharetta, GA
  • 12/2016 → 07/2018
    E*Trade Securities Llc
    Alpharetta, GA
  • 12/2016 → 07/2018
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 08/2018 → 07/2023
    Fisher Investments
    Camas, WA
  • 08/2023 → 07/2025
    Wela Strategies, Inc.
    Atlanta, GA
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Atlanta, GA
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
Previous Registrations
  • 2025-08-19 → 2025-08-19
    Charles Schwab & Co., Inc.
    Atlanta, GA
    Phoenix, AZ
  • 2023-08-23 → 2025-07-18
    Wela Strategies, Inc.
    Atlanta, GA
  • 2018-08-15 → 2023-07-18
    Fisher Investments
    Plano, TX
    Camas, WA
  • 2017-02-07 → 2018-07-12
    Harrisdirect Llc
    Alpharetta, GA
    Arlington, VA
Other Businesses

1) Georgia Soccer Officials Association | Investment Related:No|Sports/Physical Recreation|Referee|2/4/2026|Less than 20|0|Referee Highschool Soccer

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-22
S66 Uniform Combined State Law Examination 2017-02-01
  • S63 Uniform Securities Agent State Law Examination
    2025-09-22
  • S66 Uniform Combined State Law Examination
    2017-02-01
Designations
Other Names
  • Kevin Michael Madigan

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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