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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 | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salad And Go | Chandler | AZ | 10/2021 | 01/2022 |
| Nekter Juice Bar | Chandler | AZ | 04/2022 | 07/2022 |
| Care.cOm | Scottsdale | AZ | 09/2022 | Present |
| Hassayampa Academic Village | Tempe | AZ | 07/2022 | 05/2023 |
| Hassayampa Academic Village | Tempe | AZ | 07/2022 | 12/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2026 | Present |
| Unemployed | Gilbert | AZ | 04/2016 | 09/2021 |
| Unemployed | Gilbert | AZ | 10/2021 | 04/2022 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 04/2026 | Present |
1) Care.com | Investment Related:No|4130 north paradise |Personal/Household Services|House-aid|2022-09-01|Less than 20|0|I do misc. tasks for a family of 4. Some of the chores I do are grocery runs, picking up their son from school, cleaning the kitchen, and doing laundry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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