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Zachary Austin Green

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7737758

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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
AZ RA APPROVED 2025-04-29
  • AZ RA
    APPROVED
    Since 2025-04-29

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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 Phoenix AZ 06/2023 12/2024
Arizona Tile And Stone Specialists Mesa AZ 02/2019 06/2023
Sun West Builders Mesa AZ 05/2018 02/2019
Unemployed Gilbert AZ 01/2015 05/2018
Charles Schwab & Co., Inc. Phoenix AZ 12/2024 Present
Schwab Wealth Advisory Phoenix AZ 12/2024 Present
  • 06/2023 → 12/2024
    Charles Schwab
    Phoenix, AZ
  • 02/2019 → 06/2023
    Arizona Tile And Stone Specialists
    Mesa, AZ
  • 05/2018 → 02/2019
    Sun West Builders
    Mesa, AZ
  • 01/2015 → 05/2018
    Unemployed
    Gilbert, AZ
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2024 → Present
    Schwab Wealth Advisory
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-26
  • S66 Uniform Combined State Law Examination
    2025-04-26

View on SEC IAPD

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