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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Lone Tree | CO | 08/2014 | Present |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 03/2016 | 07/2024 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 07/2024 | Present |
1) Alexander Ellingboe and Colleen Ellingboe|Investment Related: No|1818 N. Clarkson St. #103, Denver, CO, 80218, USA|Real Estate (Non-Agent/Broker)|Owner|4/15/2023|Less than 20 hour/month - 0 during trading hours|Renting out former primary residence to long term renters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-20 |
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