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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miramont Country Club | Bryan | TX | 08/2021 | 06/2022 |
| Olive Garden | Bryan | TX | 08/2020 | 08/2021 |
| Laz Parking | Fort Worth | TX | 06/2019 | 07/2020 |
| Rockwood Go-Kart Inc | Fort Worth | TX | 01/2018 | 08/2018 |
| Pie Five | Fort Worth | TX | 03/2017 | 01/2018 |
| Taco Cabana | Fort Worth | TX | 04/2016 | 03/2017 |
| North Side Highschool | Fort Worth | TX | 08/2014 | 08/2018 |
| Brighton Jones | Scottsdale | AZ | 06/2022 | 11/2022 |
| Texas A&M | College Station | TX | 08/2018 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2025 | 11/2025 |
| Unemployed | Phoenix | AZ | 11/2022 | 01/2023 |
| Bank Of America | Scottsdale | AZ | 01/2023 | 02/2025 |
| Schwab Wealth Advisory, Inc | Phoenix | AZ | 12/2025 | Present |
| Charles Schwab & Co, Inc | Phoenix | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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