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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 | 2024-10-17 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 02/2022 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 02/2022 | 10/2024 |
| White Moose Studios | Boston | MA | 11/2019 | 06/2021 |
| Unemployed | San Francisco | CA | 06/2021 | 02/2022 |
| Boston University | Boston | MA | 01/2018 | 05/2021 |
| Unemployed | South San Francisco | CA | 06/2017 | 01/2018 |
| Full Time Education | Portola Valley | CA | 11/2015 | 05/2017 |
| Schwab Wealth Advisory, Inc. | San Francisco | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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