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Alexander Meleis

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
TX RA APPROVED 2025-12-18
  • FL RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-18

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Cnr Securities, Llc Lake Mary FL 07/2022 11/2025
Pnc Financial Services Philadelphia PA 02/2017 07/2022
University Of Central Florida Orlando FL 06/2009 12/2016
Schwab Wealth Advisory, Inc. Orlando FL 12/2025 Present
Charles Schwab & Co., Inc. Orlando FL 12/2025 Present
  • 07/2022 → 11/2025
    Cnr Securities, Llc
    Lake Mary, FL
  • 02/2017 → 07/2022
    Pnc Financial Services
    Philadelphia, PA
  • 06/2009 → 12/2016
    University Of Central Florida
    Orlando, FL
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-06
S63 Uniform Securities Agent State Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-06
  • S63 Uniform Securities Agent State Law Examination
    2022-12-16
Designations
Other Names
  • Alex Meleis

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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