Colin Shedd

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

• 11/2017 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pleasanton, CA
• 05/2016 → 10/2017
  Success American English
  Vinhedo - Sp
• 09/2016 → 08/2018
  Full Time Education
  Bloomington, IN
• 04/2018 → 04/2019
  Bank Of America, N.A.
  Pleasanton, CA
• 04/2019 → 08/2025
  Citigroup
  San Francisco, CA
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Pleasanton, CA
• 08/2025 → Present
  Schwab Wealth Advisory, Inc.
  Pleasanton, CA

Previous Registrations

• 2019-05-01 → 2025-08-11
  Citigroup Global Markets Inc.
  Dublin, CA
  Ft Lauderdale, FL
  San Francisco, CA
  Danville, CA
  Concord, CA
  San Ramon, CA
  Walnut Creek, CA
  San Francisco, CA
  Fresno, CA
  San Francisco, CA
  San Francisco, CA
  Miami, FL
  San Francisco, CA
  Miami, FL
  Los Angeles, CA
  Pleasanton, CA
• 2018-03-01 → 2019-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pleasanton, CA
  New York, NY
  Alamo, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-02-28

Designations

• Chartered Financial Analyst

Other Names

• Colin Shedd
• Colin Andrew Shedd