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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 | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2023 | Present |
| Casa Mia 2 | Scottsdale | AZ | 08/2016 | 07/2017 |
| Unemployed | Tucson | AZ | 08/2017 | 04/2019 |
| Roadhouse Cinemas | Scottsdale | AZ | 05/2019 | 08/2019 |
| Unemployed | Tucson | AZ | 09/2019 | 11/2019 |
| Roadhouse Cinemas | Scottsdale | AZ | 12/2019 | 01/2020 |
| Unemployed | Tucson | AZ | 02/2020 | 05/2020 |
| Doordash | Scottsdale | AZ | 06/2020 | 08/2020 |
| Unemployed | Tucson | AZ | 09/2020 | 06/2021 |
| Carvana Llc | Tempe | AZ | 07/2021 | 02/2023 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-21 |
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