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Ethan Jeffrey Smoldt

Schwab Wealth Advisory, Inc.

Orlando, FL

CRD 6756391

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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:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-18
TX RA APPROVED_RES 2020-12-11
  • FL RA
    APPROVED
    Since 2020-12-18
  • TX RA
    APPROVED_RES
    Since 2020-12-11

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc. Tampla FL 02/2017 11/2019
University Of Indianapolis Indianapolis MO 08/2014 12/2016
Charles Schwab Bank Tampa FL 05/2018 11/2019
Schwab Wealth Advisory Inc Orlando FL 11/2020 Present
Charles Schwab & Co., Inc. Orlando FL 11/2020 Present
Progressive Insurance Riverview FL 11/2019 10/2020
  • 02/2017 → 11/2019
    Charles Schwab & Co.,Inc.
    Tampla, FL
  • 08/2014 → 12/2016
    University Of Indianapolis
    Indianapolis, MO
  • 05/2018 → 11/2019
    Charles Schwab Bank
    Tampa, FL
  • 11/2020 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
  • 11/2020 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 11/2019 → 10/2020
    Progressive Insurance
    Riverview, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-12
  • S66 Uniform Combined State Law Examination
    2017-07-12
Designations
  • Certified Financial Planner
Other Names
  • Ethan Smoldt

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

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