Best Investors Account Sign in
Inactive

Kyle James Ferrare

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 6140228

Claim This Profile
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:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-21
  • CO RA
    APPROVED
    Since 2026-07-21

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124-5377 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Simon Quick Advisors, Llc Denver CO 04/2011 02/2026
Unemployed Golden CO 03/2026 07/2026
Schwab Wealth Advisory, Inc. Lone Tree CO 07/2026 Present
Charles Schwab & Co., Inc. Lone Tree CO 07/2026 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Lone Tree, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor