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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-11 |
| LA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Laramie | WY | 08/2015 | 05/2019 |
| Gypsum Floors Of Denver | Arvada | CO | 12/2015 | 05/2019 |
| City Of Laramie Mosquito Control | Laramie | WY | 05/2017 | 08/2017 |
| United States Army | Fort Campbell | KY | 06/2019 | 01/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2023 | Present |
| Schwab Wealth Advisory, Inc | Lone Tree | CO | 02/2026 | Present |
1) Stephen Cmar Army ROTC Scholarship Fund | Investment Related:No|Nonprofit Charitable Organizations|Trustee|6/19/2024|Less than 20|0|Assist the organization in the planning of its fundraising events and the general function of the organization. I do not have any financial service or investment related responsibilities for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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