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Andrew Michael Evans

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-29
  • AZ RA
    APPROVED
    Since 2026-05-29

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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. Phoenix AZ 02/2026 Present
Schwab Wealth Advisory, Inc Phoenix AZ 02/2026 Present
The Vanguard Group, Inc. Malvern PA 09/2017 01/2026
Bonnett Fairbourn Friedman & Balint Phoenix AZ 03/2007 08/2017
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 02/2026 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
  • 09/2017 → 01/2026
    The Vanguard Group, Inc.
    Malvern, PA
  • 03/2007 → 08/2017
    Bonnett Fairbourn Friedman & Balint
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27
Other Names
  • Andrew Evans
  • Andy Evans

View on SEC IAPD

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