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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_RES | 2021-01-04 |
| AZ | RA | APPROVED | 2019-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2019 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 07/2019 | Present |
| Usaa Financial Advisors Inc | Phoenix | AZ | 04/2011 | 07/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 04/2011 | 07/2019 |
1) Location Sound Studios LLC | Investment Related:No|Broadcasting/Music/Film|Partner|7/5/2026|Less than 20|0|Manager & creative strategist
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-10 |
| S66 | Uniform Combined State Law Examination | 1999-03-10 |
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