Irina Podmolska

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

• 06/2026 → Present
  Schwab Wealth Advisory, Inc.
  Knoxville, TN
• 07/2017 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Syracuse, NY
• 12/2014 → 07/2017
  M&T Bank
  Syracuse, NY
• 12/2017 → 01/2019
  Bank Of America, N.A.
  Syracuse, NY
• 05/2019 → 09/2020
  Key Bank
  Dewitt, NY
• 06/2019 → 09/2020
  Key Investment Services, Llc
  Syracuse, NY
• 01/2019 → 06/2019
  Unemployed
  Syracuse, NY
• 09/2020 → Present
  Charles Schwab & Co., Inc.
  New York City, NY
• 09/2020 → 05/2026
  Charles Schwab Bank, Ssb
  New York City, NY

Previous Registrations

• 2017-10-20 → 2019-02-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Syracuse, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-10-19

Designations

• Certified Financial Planner