Ryan Glenn Markoe

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-07-28

NY RA
APPROVED

Since 2026-07-28

Branch Locations

915 Broadway, New York, NY 10010 • 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

Organization	City	State	From	To
Citigroup	New York	NY	10/2021	06/2026
Ss&C Technologies	New York	NY	06/2016	10/2021
Hunter College	New York	NY	07/2016	03/2017
Charles Schwab & Co., Inc.	New York	NY	07/2026	Present
Schwab Wealth Advisory, Inc.	New York	NY	07/2026	Present

10/2021 → 06/2026

Citigroup

New York, NY
06/2016 → 10/2021

Ss&C Technologies

New York, NY
07/2016 → 03/2017

Hunter College

New York, NY
07/2026 → Present

Charles Schwab & Co., Inc.

New York, NY
07/2026 → Present

Schwab Wealth Advisory, Inc.

New York, NY

Previous Registrations

2022-02-01 → 2026-07-14

Citigroup Global Markets Inc.

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY

Valley Stream, NY
2022-02-01 → 2010-06-30

Citi Private Alternatives, Llc

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY

Valley Stream, NY

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-24

S66 Uniform Combined State Law Examination

2022-01-24

Designations

Other Names

Ryan Markoe

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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