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Meshia Shay Greer

Schwab Wealth Advisory, Inc.

Austin, TX

CRD 6914310

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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. Austin TX 02/2018 Present
Prairie View A&M University Prairie View TX 06/2015 12/2017
Fdic Dallas TX 05/2017 08/2017
Charles Schwab Bank, Ssb Austin TX 07/2021 10/2025
Charles Schwab Trust Bank Austin TX 12/2022 04/2023
Schwab Wealth Advisory, Inc. Austin TX 10/2025 Present
  • 02/2018 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 06/2015 → 12/2017
    Prairie View A&M University
    Prairie View, TX
  • 05/2017 → 08/2017
    Fdic
    Dallas, TX
  • 07/2021 → 10/2025
    Charles Schwab Bank, Ssb
    Austin, TX
  • 12/2022 → 04/2023
    Charles Schwab Trust Bank
    Austin, TX
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc.
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-28
  • S66 Uniform Combined State Law Examination
    2019-06-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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