Cathryn Marie Sandborn

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

• 07/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2022 → 07/2022
  Otto Pint Steamboat Llc
  Steamboat Springs, CO
• 06/2019 → 09/2019
  Wellesley Country Club Inc
  Wellesley, MA
• 05/2017 → 08/2017
  Mayo Clinic
  Rochester, MN
• 09/2016 → 05/2019
  Stetson University
  Deland, FL
• 10/2019 → 06/2021
  Government Of Spain Education
  Madrid
• 06/2021 → 04/2022
  Steamboat Ski Resort
  Steamboat Springs, CO
• 07/2021 → 05/2022
  Salt & Lime
  Steamboat Springs, CO
• 07/2019 → 08/2019
  Dedham Parks & Rec
  Dedham, MA
• 05/2016 → 01/2018
  Fossil
  Tampa, FL
• 05/2018 → 08/2018
  The Leukemia & Lymphoma Society
  Wellesley, MA
• 01/2025 → 04/2026
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 04/2026 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-12-18
• S63 Uniform Securities Agent State Law Examination
  2022-11-14

Other Names

• Cathryn Sandborn