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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-13 |
| TX | RA | APPROVED | 2021-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Maitland | FL | 06/2017 | 04/2018 |
| New York Life Insurance Company | Maitland | FL | 01/2017 | 04/2018 |
| Graybar Electric Co. | Orlando | FL | 05/2015 | 03/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2018 | Present |
| Rusteak Restaurant And Wine Bar | Orlando | FL | 02/2018 | 04/2018 |
| Schwab Wealth Advisory Inc | Orlando | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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