Andrew Armstrong Scott

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

• 01/2012 → 12/2019
  University Of North Texas
  Denton, TX
• 11/2016 → 12/2016
  Amazon
  Coppell, TX
• 07/2018 → 02/2021
  Fidelity Investments
  Westlake, TX
• 09/2021 → Present
  Schwab Private Client Investment Advisory, Inc.
  Westlake, TX
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2021 → 09/2021
  Unemployed
  Southlake, TX

Previous Registrations

• 2018-07-13 → 2021-02-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-04-30 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-03-27
• S63 Uniform Securities Agent State Law Examination
  2017-02-24

Other Names

• Drew Armstrong Scott
• Andrew Armstrong Scott
• Andrew Scott
• Drew Scott
• Drew A. Scott
• Andrew A Scott