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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 | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us House Of Representatives | Washington | DC | 05/2022 | 08/2022 |
| Department Of Defense | Fort Belvoir | VA | 04/2018 | 08/2020 |
| Us Senate | Washington | DC | 05/2023 | 08/2023 |
| Us Space And Rocket Center | Huntsville | AL | 05/2021 | 08/2021 |
| Full Time Education | Tuscaloosa | AL | 08/2020 | 05/2021 |
| Full Time Education | Tuscaloosa | AL | 08/2021 | 05/2022 |
| Unemployed | Fort Belvoir | VA | 02/2015 | 04/2018 |
| Charles Schwab | Phoenix | AZ | 06/2024 | 08/2024 |
| Full Time Education | Tuscaloosa | AL | 08/2024 | 12/2024 |
| Full Time Education | Tuscaloosa | AL | 08/2022 | 05/2023 |
| Full Time Education | Tuscaloosa | AL | 08/2023 | 06/2024 |
| Unemployed | Montgomery | AL | 12/2024 | 02/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2025 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 02/2025 | Present |
1) US Army Reserves | Investment Related:No|7334 E Ulysses St |Mesa|AZ|85212|USA|Military|Platoon Leader|3/15/2025|Less than 20|0|I am a platoon leader in a signal reserve company in Mesa, AZ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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