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Patrick Andrew Gilchrist

Schwab Wealth Advisory, Inc.

Oldsmar, FL

CRD 5125467

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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
FL RA APPROVED 2026-01-20
TX RA APPROVED 2026-01-12
  • FL RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED
    Since 2026-01-12

Branch Locations

Oldsmar, FL • 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
Charles Schwab & Co., Inc. Tampa FL 03/2006 Present
Charles Schwab Bank Middleton WI 02/2015 11/2025
Schwab Wealth Advisory, Inc. Tampa FL 11/2025 Present
  • 03/2006 → Present
    Charles Schwab & Co., Inc.
    Tampa, FL
  • 02/2015 → 11/2025
    Charles Schwab Bank
    Middleton, WI
  • 11/2025 → Present
    Schwab Wealth Advisory, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-19
S63 Uniform Securities Agent State Law Examination 2007-06-18
  • S66 Uniform Combined State Law Examination
    2014-08-19
  • S63 Uniform Securities Agent State Law Examination
    2007-06-18

View on SEC IAPD

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