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Angella Nakigozi

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7601351

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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
CO RA APPROVED 2026-02-27
  • CO RA
    APPROVED
    Since 2026-02-27

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Lone Tree CO 10/2022 Present
Unemployed Denver CO 06/2022 10/2022
Wonolo Beaverton OR 09/2021 06/2022
Homemaker Denver CO 08/2020 09/2021
Amazon Denver CO 11/2019 08/2020
Angel Touch Cleaning Company Denver CO 08/2019 11/2019
Unemployed Denver CO 01/2019 08/2019
Mam Foods Llc Dubai 07/2014 01/2019
Schwab Wealth Advisory, Inc. Lone Tree CO 12/2025 Present
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2022 → 10/2022
    Unemployed
    Denver, CO
  • 09/2021 → 06/2022
    Wonolo
    Beaverton, OR
  • 08/2020 → 09/2021
    Homemaker
    Denver, CO
  • 11/2019 → 08/2020
    Amazon
    Denver, CO
  • 08/2019 → 11/2019
    Angel Touch Cleaning Company
    Denver, CO
  • 01/2019 → 08/2019
    Unemployed
    Denver, CO
  • 07/2014 → 01/2019
    Mam Foods Llc
    Dubai
  • 12/2025 → Present
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2023-02-04
  • S66 Uniform Combined State Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2023-02-04

View on SEC IAPD

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