Mary Theresa Nelson

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.
  Westlake, TX
• 08/2021 → 05/2022
  Student
  Bedford, TX
• 06/2021 → 08/2021
  Charles Schwab & Co., Inc
  Westlake, TX
• 01/2012 → 06/2021
  Student
  Bedford, TX
• 09/2022 → Present
  Schwab Wealth Advisory
  Westlake, TX

Other Businesses

1) 6 Stones Mission Network | Investment Related:No|209 N. Industrial Blvd|Bedford|Texas|76021|United States|Nonprofit Charitable Organizations|Advisory Board of Directors|1/1/2020|Less than 20|0|Advise the board of directors on strategy for events, growth, and new board candidates. Participate in board of directors meetings, although I have no voting rights.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Designations

• Certified Financial Planner