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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 10/2014 | Present |
| Charles Schwab Bank | Plano | TX | 04/2016 | 02/2022 |
| Schwab Wealth Advisory, Inc | San Diego | CA | 12/2025 | Present |
Rental Property| Not Investment Related |Carrollton, TX| Real Estate (Non-Agent/Broker) | Landlord | Start date 3.1.2022 | For less than 20 hours per month, none during trading hours | I own a home that I lease to renters. I pay the mortgage, HOA, and am responsible for addressing tenant issues on the home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-14 |
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