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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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