Desmond Meyer

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

• 08/2019 → 05/2021
  Illinois Institute Of Technology
  Chicago, IL
• 04/2019 → 01/2021
  University Of Chicago
  Chicago, IL
• 06/2018 → 03/2020
  Fleet Feet
  Chicago, IL
• 01/2017 → 01/2019
  Oswego Junior High School
  Oswego, IL
• 06/2021 → Present
  Cloth And Flame
  Phoenix, AZ
• 08/2014 → 05/2019
  Full-Time Education
  Chicago, IL
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

Spectacle Photo Booths |Investment Related:No|Entertainment Venues/Theaters|Event Producer |2024-10-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I operate our photo booth equipment as well as engaging with clients during an event while their photo is being taken.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-30
• S63 Uniform Securities Agent State Law Examination
  2023-02-15