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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humankind | Indianapolis | IN | 08/2022 | 11/2023 |
| United Schools Of Indianapolis | Indianapolis | IN | 07/2019 | 08/2022 |
| Lowell Middle School | Lowell | IN | 01/2019 | 07/2019 |
| Merrillville High School | Merrillville | IN | 10/2018 | 01/2019 |
| Merrillville High School | Merrillville | IN | 10/2018 | 01/2019 |
| Westfield Middle School | Westfield | IN | 08/2017 | 07/2018 |
| Enterprise Rent-A-Car | Highland | IN | 11/2016 | 05/2017 |
| Ic System | Onalaska | WI | 05/2016 | 10/2016 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 11/2023 | Present |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-14 |
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