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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 | 2026-07-31 |
| PA | RA | APPROVED | 2026-07-02 |
Branch Locations
100 Matsonford Rd, Suite 301, Radnor, PA 19087-4532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 02/2005 | 06/2026 |
| Charles Schwab & Co., Inc. | Radnor | PA | 06/2026 | Present |
| Schwab Wealth Advisory, Inc. | Radnor | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
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