Sophia Arwen Shorbe

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

• 02/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2022 → 02/2023
  Desert Willow Conference Center
  Phoenix, AZ
• 09/2020 → 04/2022
  Grand Canyon Education
  Phoenix, AZ
• 06/2020 → 09/2020
  College Nannies And Sitters
  Seattle, WA
• 09/2016 → 08/2019
  Menchies
  Seattle, WA
• 08/2019 → 06/2020
  Full Time Education
  Phoenix, AZ
• 04/2022 → 06/2022
  Unemployed
  Phoenix, AZ
• 01/2013 → 09/2016
  Unemployed
  Seattle, WA
• 03/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-07
• S63 Uniform Securities Agent State Law Examination
  2023-06-21

Other Names

• Sophia Shorbe
• Sophia Crook