Reynaldo Morales Sandoval

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

• 08/2014 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2008 → Present
  United States Marine Corps
  Luke Air Force Base, AZ
• 06/2016 → 09/2017
  Charles Schwab Bank
  Phoenix, AZ
• 07/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) United States Marine Corps | Investment Related:No|14063 W Gillespie Street|Davis Monthan AFB |Tucson|85309|US|Military|Sargeant|6/9/2008|20-40|0|Armed Forces Service Member, 2) Hermes Logistics | Investment Related:No|23000 N 7th Ave |Phoenix|AZ|85027|United States|Transport/Storage - Materials|Seasonal Driver|11/29/2025|Less than 20|0|Delivering packages as a driver for a logistics company in the greater Phoenix area.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2016-04-04

Other Names

• Reynaldo Sandoval