Stephen Richard Isaacs

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

• 10/2017 → 12/2018
  Edward Jones
  Plano, TX
• 10/2015 → 09/2017
  Fedex Services
  Newark, NJ
• 01/2019 → 02/2020
  Td Ameritrade
  Southlake, TX
• 03/2020 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2025 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2021-05-18 → 2022-07-26
  Td Ameritrade, Inc.
  Omaha, NE
  Westlake, TX
• 2017-12-14 → 2019-01-03
  Edward Jones
  Dallas, TX
  St Louis, MO
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13

Designations

• Certified Financial Planner