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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 | 2026-05-07 |
| CO | RA | APPROVED | 2025-10-23 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2023 | Present |
| Usaf | Abilene | TX | 11/2012 | 11/2018 |
| Safeway | Portland | OR | 11/2018 | 02/2019 |
| Trine Aerospace | Colorado Springs | CO | 02/2019 | 08/2019 |
| Wayfinder Coffee Co | Colorado Springs | CO | 08/2019 | 10/2020 |
| Wayfarer Vans | Colorado Springs | CO | 08/2020 | 07/2021 |
| Frontier Airlines | Denver | CO | 07/2021 | 01/2023 |
| Boeing | Englewood | CO | 01/2023 | 04/2023 |
| Crave Real Burgers | Castle Rock | CO | 07/2023 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
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