Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Westlake | TX | 12/2016 | 06/2024 |
| Areotek | Bedford | TX | 08/2016 | 11/2016 |
| Advantage Solution | Fort Worth | TX | 03/2016 | 11/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2023 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 03/2025 | Present |
1) Rental Property | Investment Related:No|1706 Bertram Dr |Mansfield|Texas|76063|USA|Rental Services (Other than Real Estate)|Property Owner|8/15/2021|Less than 20|0.000000|taking care of the rental property, helping tenants with their needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-26 |
Reach out to this advisor