Patrick James Kilkenny

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2019 → 03/2020
  Escape The Room Az
  Scottsdale, AZ
• 08/2018 → 06/2022
  Arizona State University
  Tempe, AZ
• 02/2018 → 08/2018
  Ip Chandler Llc
  Chandler, AZ
• 04/2020 → 06/2021
  Wal-Mart
  Gilbert, AZ
• 08/2017 → 02/2018
  Apache Wells Country Club
  Mesa, AZ
• 10/2018 → 01/2019
  Pitchforks Dining Hall
  Tempe, AZ
• 05/2017 → 08/2017
  Unemployed
  Gilbert, AZ
• 11/2016 → 05/2017
  Arbys
  Mesa, AZ
• 07/2016 → 11/2016
  Student
  Gilbert, AZ
• 01/2026 → Present
  Schwab Wealth Advisory, Inc
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-02-22
• S63 Uniform Securities Agent State Law Examination
  2022-10-04