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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 | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2024 | Present |
| Fidelity Investments | Westlake | TX | 06/2022 | 08/2022 |
| Fb Credit Services | Columbia | MO | 01/2021 | 06/2024 |
| Unemployed | Overland Park | KS | 08/2014 | 01/2021 |
| Schwab Wealth Advisory Inc | Westlake | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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