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Paul Thomas Tuomey

Schwab Wealth Advisory, Inc.

Mineola, NY

CRD 5118327

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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
NY RA APPROVED 2026-01-20
  • NY RA
    APPROVED
    Since 2026-01-20

Branch Locations

Mineola, NY • 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
National Basketball Association New York NY 06/2016 10/2025
Paul Tuomey Mineola NY 08/2022 10/2025
Signature Premier Properties Garden City NY 03/2023 10/2025
Charles Schwab & Co, Inc Mineola NY 10/2025 Present
Schwab Wealth Advisory. Inc Mineola NY 12/2025 Present
  • 06/2016 → 10/2025
    National Basketball Association
    New York, NY
  • 08/2022 → 10/2025
    Paul Tuomey
    Mineola, NY
  • 03/2023 → 10/2025
    Signature Premier Properties
    Garden City, NY
  • 10/2025 → Present
    Charles Schwab & Co, Inc
    Mineola, NY
  • 12/2025 → Present
    Mineola, NY
Previous Registrations
Other Businesses

Paul Tuomey | Not investment related | Mineola, NY | Sports/Physical Recreation | Basketball Official | 12/1/2011 | Less than 20 hours per month, all outside of market hours | Officiating college basketball contests outside of normal business/trading hours. Non-investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23
Other Names
  • Paul Thomas Tuomey
  • Paul Thomas Tuomey
  • Paul T. Tuomey

View on SEC IAPD

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