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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 | 2022-01-04 |
| IN | RA | APPROVED | 2021-02-19 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 10/2014 | 04/2020 |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis | IN | 09/2016 | 04/2020 |
| Valeo Financial Advisors | Indianapolis | IN | 05/2020 | 12/2020 |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 01/2021 | Present |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-25 |
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