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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-26 |
| VA | RA | APPROVED | 2024-02-13 |
Branch Locations
Tysons Corner, VA • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rockville | MD | 05/2015 | 10/2017 |
| Spc Financial, Inc. | Rockville | MD | 11/2015 | 12/2017 |
| Td Ameritrade Investment Management, Llc | Fairfax | VA | 03/2019 | 03/2020 |
| Massmutual | Vienna | VA | 01/2019 | 02/2019 |
| Mml Investor Services | Vienna | VA | 01/2019 | 02/2019 |
| Strategic Development Resources | Fairfax | VA | 09/2017 | 01/2019 |
| Spire Wealth Management, Llc | Mclean | VA | 03/2020 | 03/2020 |
| Grove Point Advisors Llc | Rockville | MD | 07/2022 | 12/2022 |
| Unemployed | Annandale | VA | 03/2020 | 07/2021 |
| Addison Group | Washington | DC | 07/2021 | 07/2022 |
| Legacy Wealth Management Inc. | Manassas | VA | 04/2023 | 08/2023 |
| Grove Point Investments, Llc | Ocean City | MD | 08/2022 | 12/2022 |
| Spire Securities, Llc | Mclean | VA | 03/2020 | 03/2020 |
| Td Ameritrade, Inc. | Fairfax | VA | 03/2019 | 03/2020 |
| Michael Muldoon Sole Proprietor | Annadale | VA | 10/2022 | 08/2023 |
| Schwab Wealth Advisory Inc | Tysons Corner | VA | 01/2024 | Present |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 01/2024 | Present |
| Unemployed | Arlington | VA | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-22 |
| S66 | Uniform Combined State Law Examination | 2014-08-06 |
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