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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2019 | Present |
| Texas Tech University | Lubbock | TX | 08/2013 | 12/2018 |
| New York Life | Lubbock | TX | 03/2018 | 12/2018 |
| Schwab Wealth Advisory Inc | Westlake | TX | 03/2021 | 08/2024 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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