Joseph Alden Couillard

Schwab Wealth Advisory, Inc.

CRD 6921553

Claim This Profile

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-08-29
CO	RA	APPROVED	2022-05-24

TX RA
APPROVED_RES

Since 2024-08-29
CO RA
APPROVED

Since 2022-05-24

Branch Locations

9800 Schwab Way Lane, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	03/2018	Present
Geary Pacific Supply	Denver	CO	02/2017	03/2018
Mcnichols Company	Denver	CO	06/2016	02/2017
Schwab Wealth Advisory, Inc.	Lone Tree	CO	05/2022	Present

03/2018 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
02/2017 → 03/2018

Geary Pacific Supply

Denver, CO
06/2016 → 02/2017

Mcnichols Company

Denver, CO
05/2022 → Present

Schwab Wealth Advisory, Inc.

Lone Tree, CO

Other Businesses

1) rental property | Investment Related:No|9236 Woodland Dr|Highlands Ranch|CO|80126|USA|Real Estate (Non-Agent/Broker)|landlord|10/1/2017|Less than 20|0|Rental property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-15
S63	Uniform Securities Agent State Law Examination	2021-06-02

S66 Uniform Combined State Law Examination

2022-02-15
S63 Uniform Securities Agent State Law Examination

2021-06-02

View on SEC IAPD

More in Lone Tree, CO

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor