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Allen Robert Duros

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 6411486

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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
IN RA APPROVED 2026-08-24
  • IN RA
    APPROVED
    Since 2026-08-24

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Edward Jones Mccordsville IN 03/2015 12/2020
Merrill Lynch Indianapolis IN 12/2020 12/2024
Onyx Bridge Wealth Group Fishers IN 11/2024 10/2025
Charles Schwab & Co., Inc. Indianapolis IN 10/2025 Present
Schwab Wealth Advisory, Inc Indianapolis IN 08/2026 Present
  • 03/2015 → 12/2020
    Edward Jones
    Mccordsville, IN
  • 12/2020 → 12/2024
    Merrill Lynch
    Indianapolis, IN
  • 11/2024 → 10/2025
    Onyx Bridge Wealth Group
    Fishers, IN
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2026 → Present
    Schwab Wealth Advisory, Inc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-06
  • S66 Uniform Combined State Law Examination
    2015-03-06
Designations
  • Certified Financial Planner
Other Names
  • Allen Duros
  • Allen Robert Duros

View on SEC IAPD

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Nearby Offices

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