Alyssa Estro

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
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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