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Samantha Elizabeth Isherwood

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7534591

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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
AZ RA APPROVED 2024-08-21
  • AZ RA
    APPROVED
    Since 2024-08-21

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Phoenix AZ 06/2022 Present
Sodexo Phoenix AZ 09/2021 04/2022
Grand Canyon University Phoenix AZ 09/2018 11/2021
Sharlot Hall Museum Prescott AZ 01/2018 06/2018
Student Prescott AZ 08/2012 05/2018
Schwab Wealth Advisory, Inc. Phoenix AZ 07/2024 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 09/2021 → 04/2022
    Sodexo
    Phoenix, AZ
  • 09/2018 → 11/2021
    Grand Canyon University
    Phoenix, AZ
  • 01/2018 → 06/2018
    Sharlot Hall Museum
    Prescott, AZ
  • 08/2012 → 05/2018
    Student
    Prescott, AZ
  • 07/2024 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-17
S63 Uniform Securities Agent State Law Examination 2022-12-15
  • S66 Uniform Combined State Law Examination
    2024-08-17
  • S63 Uniform Securities Agent State Law Examination
    2022-12-15

View on SEC IAPD

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