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Dean Loucka

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-11
  • NJ RA
    APPROVED
    Since 2025-09-11

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • 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
Rightbridge Financial Springfield NJ 07/2016 07/2017
Ae Wealth Management, Llc Topeka KS 12/2016 07/2017
Ubs Financial Services Weehawken NJ 07/2017 01/2023
Charles Schwab & Co., Inc. Jersey City NJ 01/2023 Present
Td Ameritrade Inc. Jersey City NJ 03/2023 05/2024
Schwab Wealth Advisory Inc. Jersey City NJ 09/2025 Present
  • 07/2016 → 07/2017
    Rightbridge Financial
    Springfield, NJ
  • 12/2016 → 07/2017
    Ae Wealth Management, Llc
    Topeka, KS
  • 07/2017 → 01/2023
    Ubs Financial Services
    Weehawken, NJ
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Jersey City, NJ
  • 03/2023 → 05/2024
    Td Ameritrade Inc.
    Jersey City, NJ
  • 09/2025 → Present
    Schwab Wealth Advisory Inc.
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-17
  • S66 Uniform Combined State Law Examination
    2016-10-17
Other Names
  • Dean Robert Loucka

View on SEC IAPD

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Other Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
MSREF REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC · NEW YORK, NY

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