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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
| LA | RA | APPROVED | 2026-03-10 |
| PA | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firehouse Subs | Mcmurray | PA | 01/2016 | 12/2019 |
| Goldfish Swim School | Mcmurray | PA | 11/2017 | 04/2019 |
| Fresh From The Farm Juices | Canonsburg | PA | 02/2019 | 10/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 09/2020 |
| North Mountain Medical And Rehabilitation Center | Phoenix | AZ | 09/2020 | 12/2020 |
| Berry Berry Best Acai | Phoenix | AZ | 04/2021 | 07/2022 |
| Unemployed | Mcmurray | PA | 10/2022 | 01/2023 |
| Charles Schwab & Co., Inc. | Mcmurray | PA | 01/2023 | Present |
| Full-Time Education | Phoenix | AZ | 08/2019 | 12/2022 |
| Rosegose | Austin | TX | 02/2023 | 12/2023 |
| Schwab Wealth Advisory Inc | Mcmurray | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-08 |
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