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Schyler J Rahman

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7507820

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-06
  • IN RA
    APPROVED
    Since 2026-05-06

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 03/2022 Present
Grand Canyon Education, Inc. Indianapolis IN 11/2017 03/2022
Grand Canyon University Phoenix AZ 01/2020 07/2021
Unemployed Indianapolis IN 03/2017 11/2017
Work For Progress Denver CO 10/2015 03/2017
Work For Progress Denver CO 10/2015 03/2017
Schwab Wealth Advisory Inc Indianapolis IN 05/2026 Present
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 11/2017 → 03/2022
    Grand Canyon Education, Inc.
    Indianapolis, IN
  • 01/2020 → 07/2021
    Grand Canyon University
    Phoenix, AZ
  • 03/2017 → 11/2017
    Unemployed
    Indianapolis, IN
  • 10/2015 → 03/2017
    Work For Progress
    Denver, CO
  • 10/2015 → 03/2017
    Work For Progress
    Denver, CO
  • 05/2026 → Present
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-28
S63 Uniform Securities Agent State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2026-01-28
  • S63 Uniform Securities Agent State Law Examination
    2022-10-31
Other Names
  • Schyler Rahman

View on SEC IAPD

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