Adam Leatherby

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

• 02/2014 → 07/2018
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 07/2018 → 03/2025
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 03/2025 → 07/2025
  Fidelity Investments
  Greenwood Village, CO
• 07/2025 → Present
  Charles Schwab
  Lone Tree, CO
• 07/2025 → Present
  Schwab Wealth Advisory, Inc
  Lone Tree, CO

Previous Registrations

• 2025-03-31 → 2025-06-23
  Strategic Advisers Llc
  Greenwood Village, CO
  Littleton, CO
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Littleton, CO
  Greenwood Village, CO
• 2015-09-11 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2015-08-10
• S63 Uniform Securities Agent State Law Examination
  2014-04-11

Designations

• Certified Financial Planner

Other Names

• Adam Shane Leatherby