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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-25 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Indianapolis | IN | 06/2023 | 06/2023 |
| Full-Time Education | Crawfordsville | IN | 08/2022 | 05/2023 |
| Adorant Group | Chicago | IL | 08/2022 | 05/2023 |
| Adorant Group | Chicago | IL | 06/2022 | 08/2022 |
| Adi Solutions | Osnabruck | 05/2022 | 05/2022 | |
| Full-Time Education | London | 01/2022 | 04/2022 | |
| Full-Time Education | Crawfordsville | IN | 08/2021 | 12/2021 |
| Adorant Group | Chicago | IL | 05/2021 | 08/2021 |
| Full-Time Education | Crawfordsville | IN | 08/2020 | 05/2021 |
| Archon Tech | Carmel | IN | 05/2020 | 08/2020 |
| Full-Time Education | Crawfordsville | IN | 08/2019 | 05/2020 |
| Sahm's Place | Indianapolis | IN | 06/2019 | 08/2019 |
| Charles Schwab Co., Inc. | Indianapolis | IN | 07/2023 | Present |
| Full-Time Education | Indianapolis | IN | 06/2013 | 06/2019 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
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