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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2022 | Present |
| Colorado Pinball Pub | Littleton | CO | 05/2021 | 06/2021 |
| Our Lady Help Of Christian's Academy | Watkins | CO | 01/2021 | 07/2022 |
| Leman Classical Academy | Parker | CO | 07/2020 | 09/2020 |
| Clairvaux Institute | Elmhurst Township | PA | 08/2016 | 06/2018 |
| Ascent Classical Academy | Lone Tree | CO | 07/2018 | 07/2020 |
| N/A | Englewood | CO | 09/2020 | 12/2020 |
| Schwab Wealth Advisory Inc. | Lone Tree | CO | 08/2025 | Present |
Driveway Rental|Investment Related:No|Rental Services (Other than Real Estate)|Renter|2024-05-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I rent out two spots on my driveway and yard to people
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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