Ariel Romero

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

• 06/2004 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Bellevue, WA
• 04/2026 → Present
  Charles Schwab & Co., Inc
  Bellevue, WA
• 04/2026 → Present
  Schwab Wealth Advisory Inc
  Bellevue, WA

Previous Registrations

• 2020-01-24 → 2026-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Bellevue, WA
  Bellevue, WA
  Los Altos, CA
  Sacramento, CA
  Bellevue, WA
  Renton, WA
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-01-23

Other Names

• Ariel A Timm
• Ariel Chaney
• Ariel Ann Romero