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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 | 2022-11-03 |
| TX | RA | APPROVED | 2021-01-03 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
2423 E Lincoln Dr, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/1996 | Present |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis | IN | 01/2012 | 09/2022 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-07 |
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