Roseal W Stewart

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Tyson's Corner, VA
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  Tyson's Corner, VA
• 06/2015 → 01/2022
  Td Bank, N.A.
  Washington, DC
• 03/2018 → 04/2021
  Southern New Hampshire University
  Manchester, NH
• 03/2023 → 05/2026
  Charles Schwab Bank, Ssb
  Columbia, MD

Other Businesses

1) Lyft | Investment Related:No|Other|Driver|3/6/2018||0|I provide Rideshare Services using the Lyft app for people that need rides. There is no financial service or investment related activites

Exams

• S66 Uniform Combined State Law Examination
  2022-06-17

Designations

• Certified Financial Planner

Other Names

• Roseal Stewart
• Darnell Stewart
• Roseal Darnell Stewart
• Roseal W. Stewart