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Alyssa Estro

Schwab Wealth Advisory, Inc.

Boston, MA

CRD 7538499

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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
MA RA APPROVED 2025-10-22
TX RA APPROVED 2025-10-15
  • MA RA
    APPROVED
    Since 2025-10-22
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

One International Place, Boston, MA 02110 • 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
Emo Trans Garden City NY 01/2019 09/2023
Dirty Taco And Tequila Woodbury NY 06/2021 08/2021
Nassau County Summer Recreatio Lido Beach NY 06/2019 08/2019
Full Time Education Wantagh NY 09/2013 06/2019
Full Time Education Geneseo NY 06/2019 05/2023
Charles Schwab & Co., Inc. Boston MA 09/2023 Present
Charles Schwab Bank, Ssb Boston MA 09/2024 09/2025
Schwab Wealth Advisory Inc Boston MA 09/2025 Present
  • 01/2019 → 09/2023
    Emo Trans
    Garden City, NY
  • 06/2021 → 08/2021
    Dirty Taco And Tequila
    Woodbury, NY
  • 06/2019 → 08/2019
    Nassau County Summer Recreatio
    Lido Beach, NY
  • 09/2013 → 06/2019
    Full Time Education
    Wantagh, NY
  • 06/2019 → 05/2023
    Full Time Education
    Geneseo, NY
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 09/2024 → 09/2025
    Charles Schwab Bank, Ssb
    Boston, MA
  • 09/2025 → Present
    Schwab Wealth Advisory Inc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
  • S66 Uniform Combined State Law Examination
    2023-12-16

View on SEC IAPD

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