David William Martin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 11/2023
  Elite Back + Body Chiropractic
  Indianapolis, IN
• 07/2019 → 01/2021
  Rwj Fitness & Wellness Center
  Hamilton, NJ
• 11/2023 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2021 → 08/2022
  Dmart Enterprises
  Urbana, OH
• 05/2019 → 07/2019
  Unemployed
  Urbana, OH
• 08/2015 → 05/2019
  Full Time Education
  Columbus, OH
• 06/2026 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Other Businesses

1) Dmart Enterprises |Investment Related: No|Online Fitness Coach|Fitness Coach/Owner|5/18/2021|20-40 hour/month - 0 during trading hours|Consult with clients to help them achieve their fitness goals, 2) Alzchem LLC|Investment Related: No|Old Roswell Rd 11390, Alpharetta, Georgia, 30009, United States |Supplement Sales |Exhibition Representative|5/5/2019|Less than 20 hour/month - 0 during trading hours|Communicate/Educate with expo attendees the benefits of incorporating Creatine Monohydrate into their supplementation

Exams

• S66 Uniform Combined State Law Examination
  2026-08-14
• S63 Uniform Securities Agent State Law Examination
  2024-03-14