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Devin Anthony Narvaez

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 7546079

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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
TX RA APPROVED 2024-09-23
  • TX RA
    APPROVED
    Since 2024-09-23

Branch Locations

Westlake, TX • 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. Westlake TX 06/2022 Present
Firstmark Credit Union San Antonio TX 09/2021 06/2022
Enterprise Rent A Car San Antonio TX 08/2020 08/2021
Rio Plaza San Antonio TX 06/2019 03/2020
Central Oklahoma Camp And Conference Center Guthrie OK 05/2017 08/2017
Cracker Barrel San Antonio TX 03/2017 05/2019
N/A San Antonio TX 04/2020 07/2020
N/A San Antonio TX 01/2011 05/2017
Schwab Wealth Advisory, Inc. Westlake TX 09/2024 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2021 → 06/2022
    Firstmark Credit Union
    San Antonio, TX
  • 08/2020 → 08/2021
    Enterprise Rent A Car
    San Antonio, TX
  • 06/2019 → 03/2020
    Rio Plaza
    San Antonio, TX
  • 05/2017 → 08/2017
    Central Oklahoma Camp And Conference Center
    Guthrie, OK
  • 03/2017 → 05/2019
    Cracker Barrel
    San Antonio, TX
  • 04/2020 → 07/2020
    N/A
    San Antonio, TX
  • 01/2011 → 05/2017
    N/A
    San Antonio, TX
  • 09/2024 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2023-04-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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