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Kyle Alexander Letzter

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-23
AZ RA APPROVED 2022-09-26
  • TX RA
    APPROVED
    Since 2024-10-23
  • AZ RA
    APPROVED
    Since 2022-09-26

Branch Locations

8040 South 48Th Street,, Phoenix, AZ 85044 • 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
Schwab Wealth Advisory, Inc. Phoenix AZ 06/2022 Present
Happy High Llc New Brunswick NJ 07/2021 01/2022
Bury The Hatchet Matawan NJ 06/2018 09/2021
Urban Air Adventure Park Milltown NJ 08/2017 10/2018
Full Time Education East Brunswick NJ 06/2012 06/2022
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2022 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 07/2021 → 01/2022
    Happy High Llc
    New Brunswick, NJ
  • 06/2018 → 09/2021
    Bury The Hatchet
    Matawan, NJ
  • 08/2017 → 10/2018
    Urban Air Adventure Park
    Milltown, NJ
  • 06/2012 → 06/2022
    Full Time Education
    East Brunswick, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Designations
Other Names
  • Kyle Letzter

View on SEC IAPD

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Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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