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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
| CA | RA | APPROVED | 2025-05-21 |
Branch Locations
2029 Century Park East Suite #940, Los Angeles, CA 90067-2910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Los Angeles | CA | 11/2016 | 03/2019 |
| Jpmorgan Chase Bank | Los Angeles | CA | 10/2016 | 03/2019 |
| Rabbinical Counsil Of California | Los Angeles | CA | 07/2016 | 04/2019 |
| Deutsche Bank Securities Inc | Los Angeles | CA | 04/2019 | 11/2019 |
| Deutsche Bank National Trust Co (Affiliate Of Dbsi) | Los Angelos | CA | 04/2019 | 11/2019 |
| Unemployed | Los Angeles | CA | 12/2019 | 06/2020 |
| Haydel, Biel & Associates | Pasadena | CA | 07/2020 | 09/2020 |
| Haydel, Biel & Associates | Pasadena | CA | 09/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 11/2021 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 11/2021 | 04/2025 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 04/2025 | Present |
| Schwab Wealth Advisory, Inc. | Los Angeles | CA | 04/2025 | Present |
1) Rental Property | Investment Related:No|2100 Thurman Ave | Real Estate (Non-Agent/Broker)|partial owner|2021-06-01|Less than 20|0|My spouse manages our investment units. , 2) Rental Property | Investment Related:No|2102 1/2 Thurman Ave | Real Estate (Non-Agent/Broker)|partial owner|2021-06-01|Less than 20|0|silent partner, 3) Rental Property | Investment Related:No|2102 3/4 Thurman Ave | Real Estate (Non-Agent/Broker)|partial owner|2021-06-01|Less than 20|0|silent partner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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