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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-05-07 |
| FL | RA | APPROVED | 2025-03-19 |
Branch Locations
3424 Peachtree Rd Ne Suite 1750, Atlantic, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boosther Inc. | Delray Beach | FL | 12/2013 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2015 | 01/2025 |
| Charles Schwab & Co., Inc. | Atlantic | GA | 01/2025 | Present |
| Schwab Wealth Advisory, Inc. | Atlantic | GA | 01/2025 | Present |
1) Boosther Inc.|Investment Related: No|Nonprofit Charitable Organizations|Advisory Board Member|12/13/2013|Less than 20 hour/month - 0 during trading hours|MEMBER OF A BOARD TO HELP DIRECT COMMUNITY ENGAGEMENT EFFORTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-23 |
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
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