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Alexander Jeffrey Gido

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 7763059

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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
TX RA APPROVED 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Ridgewood Country Club Paramus NJ 03/2018 01/2020
Northern Highlands/Clemson University Clemson SC 01/2020 06/2021
Skechers Paramus NJ 06/2021 08/2021
Bay Crest Partners Llc New York NY 06/2022 08/2022
Clemson University Clemson SC 08/2021 06/2022
Full Time Education Clemson SC 08/2022 06/2023
Goldman Sachs Irving TX 06/2023 08/2023
Full Time Education Seneca SC 08/2023 07/2024
Goldman Sachs Irving TX 07/2024 04/2026
Full Time Education Allendale NJ 08/2013 03/2018
Schwab Wealth Advisory, Inc. Westlake TX 04/2026 Present
Charles Schwab & Co, Inc. Westlake TX 04/2026 Present
  • 03/2018 → 01/2020
    Ridgewood Country Club
    Paramus, NJ
  • 01/2020 → 06/2021
    Northern Highlands/Clemson University
    Clemson, SC
  • 06/2021 → 08/2021
    Skechers
    Paramus, NJ
  • 06/2022 → 08/2022
    Bay Crest Partners Llc
    New York, NY
  • 08/2021 → 06/2022
    Clemson University
    Clemson, SC
  • 08/2022 → 06/2023
    Full Time Education
    Clemson, SC
  • 06/2023 → 08/2023
    Goldman Sachs
    Irving, TX
  • 08/2023 → 07/2024
    Full Time Education
    Seneca, SC
  • 07/2024 → 04/2026
    Goldman Sachs
    Irving, TX
  • 08/2013 → 03/2018
    Full Time Education
    Allendale, NJ
  • 04/2026 → Present
    Westlake, TX
  • 04/2026 → Present
    Charles Schwab & Co, Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22

View on SEC IAPD

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