Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rubio's | Phoenix | AZ | 05/2016 | 04/2017 |
| Marshall's & Homegoods | Phoenix | AZ | 10/2016 | 04/2017 |
| Olive Garden | Scottsdale | AZ | 04/2017 | 09/2017 |
| Tm Trenching | Phoenix | AZ | 05/2017 | 09/2021 |
| Charles Schwab & Co., Inc. | New York | NY | 11/2021 | Present |
| Unemployed | Phoenix | AZ | 09/2021 | 11/2021 |
| Pinnacle High School | Phoenix | AZ | 01/2012 | 05/2017 |
| Schwab Wealth Advisory Inc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
Reach out to this advisor