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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 | 2026-05-07 |
| CO | RA | APPROVED | 2025-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 12/2016 | Present |
| Merrill Lynch Bank Of America | Chandler | AZ | 10/2014 | 12/2016 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 01/2019 | Present |
1) Han Pan Bakery L.L.C. | Investment Related:No|Food/Beverage Production|Partner, Statutory Agent|8/10/2023|Less than 20|0|The business is operated by my wife, Hannah Dektor. My role is statutory agent for the LLC, and I will help with labor occasionally on weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-08 |
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