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Hunter Reid Baumgartner

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7708069

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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
CO RA APPROVED 2026-05-22
  • CO RA
    APPROVED
    Since 2026-05-22

Branch Locations

9800 Schwab Way, 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
OrganizationCityStateFromTo
Schwab Wealth Advisory Inc. Lone Tree CO 05/2026 Present
Virgilio's Pizzeria & Wine Bar Littleton CO 02/2015 01/2021
Credit Union Of Denver Lakewood CO 11/2020 03/2023
Charles Schwab Co., Inc. Lone Tree CO 03/2023 Present
  • 05/2026 → Present
    Schwab Wealth Advisory Inc.
    Lone Tree, CO
  • 02/2015 → 01/2021
    Virgilio's Pizzeria & Wine Bar
    Littleton, CO
  • 11/2020 → 03/2023
    Credit Union Of Denver
    Lakewood, CO
  • 03/2023 → Present
    Charles Schwab Co., Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-09
S63 Uniform Securities Agent State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2026-01-09
  • S63 Uniform Securities Agent State Law Examination
    2023-07-26

View on SEC IAPD

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