Zachary Scott Gregory

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

• 06/2022 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 10/2021 → 06/2022
  Wells Fargo
  Boulder, CO
• 03/2020 → 04/2021
  Chase Bank
  Boulder, CO
• 06/2019 → 03/2020
  Colorado Athletic Club
  Boulder, CO
• 10/2016 → 08/2017
  Aeropostale
  Broomfield, CO
• 07/2012 → 10/2021
  Student
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Zach Gregory