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Sean Gerard Oneill

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7745130

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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 2024-10-22
  • AZ RA
    APPROVED
    Since 2024-10-22

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
Sp+ Scottsdale AZ 04/2019 08/2024
Philly's Ct Norwich CT 09/2015 06/2019
Mohegan Sun Uncasville CT 06/2018 11/2018
Charles Schwab Phoenix AZ 06/2023 08/2023
Charles Schwab & Co., Inc. Phoenix AZ 08/2024 Present
  • 04/2019 → 08/2024
    Sp+
    Scottsdale, AZ
  • 09/2015 → 06/2019
    Philly's Ct
    Norwich, CT
  • 06/2018 → 11/2018
    Mohegan Sun
    Uncasville, CT
  • 06/2023 → 08/2023
    Charles Schwab
    Phoenix, AZ
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18
Other Names
  • Sean Oneill
  • Sean Oneill
  • Sean Oneill

View on SEC IAPD

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