Timothy John Anthony

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

• 10/2017 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 10/2016 → 01/2018
  Olney Winery
  Olney, MD
• 11/2015 → 10/2017
  Bank Of America
  Hunt Valley, MD
• 10/2016 → 10/2018
  Grand Canyon University
  Phoenix, AZ
• 01/2018 → 03/2019
  Bank Of America, N.A.
  Hunt Valley, MD
• 03/2019 → 01/2021
  Morgan Stanlet
  Gilbert, AZ
• 02/2020 → 01/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 02/2021 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 02/2021 → Present
  Charles Schwab & Co.
  Phoenix, AZ

Previous Registrations

• 2019-04-04 → 2021-01-21
  Morgan Stanley
  Gilbert, AZ
• 2018-02-21 → 2019-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-02-20

Designations

• Certified Financial Planner

Other Names

• Timothy J Anthony
• Timothy Anthony