Claire Murphy Cox

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.
  Lone Tree, CO
• 05/2020 → 08/2020
  Northrop Grumman
  Aurora, CO
• 05/2018 → 08/2018
  Dh Pace
  Denver, CO
• 05/2018 → 08/2018
  The Club At Pradera
  Parker, CO
• 08/2016 → 08/2017
  N/A
  Parker, CO
• 08/2017 → 05/2018
  N/A
  Blacksburg, VA
• 08/2018 → 05/2020
  N/A
  Blacksburg, VA
• 08/2020 → 05/2021
  N/A
  Blacksburg, VA
• 05/2021 → 08/2021
  N/A
  Virginia Beach, VA
• 08/2021 → 10/2021
  Self-Employed Nanny
  Salt Lake City, UT
• 10/2021 → 06/2022
  N/A
  North Salt Lake, UT
• 06/2022 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

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

Designations

• Certified Financial Planner

Other Names

• Claire Cox