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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-06 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-31 |
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