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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-12-26 |
| TX | RA | APPROVED | 2023-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 11/2021 | Present |
| Cambly | Walnut | CA | 09/2017 | 01/2020 |
| Denver Human Services | Denver | CO | 10/2015 | 07/2017 |
| N/A | Parker | CA | 01/2020 | 11/2021 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 12/2023 | Present |
1) Numero Group | Investment Related:No|2533 S Troy St|Chicago |IL|60623|USA|Performing/Fine Arts|Singer/Songwriter |11/1/2023|Less than 20|0|write and record music for production. NO financial services or investment related responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-03 |
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