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Gabriel Jose Masri Alvarez

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-18
  • FL RA
    APPROVED
    Since 2025-11-18

Branch Locations

1958 Summit Park Dr., Orlando, FL 32810 • 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
Chick Fill A Kissimmee FL 11/2019 Present
Full Time Education Altagracia De Orituco 10/2013 09/2018
Myself Kissimmee FL 09/2018 11/2019
Charles Schwab & Co., Inc. Orlando FL 10/2023 Present
Schwab Wealth Advisory, Inc. Orlando FL 11/2025 Present
  • 11/2019 → Present
    Chick Fill A
    Kissimmee, FL
  • 10/2013 → 09/2018
    Full Time Education
    Altagracia De Orituco
  • 09/2018 → 11/2019
    Myself
    Kissimmee, FL
  • 10/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 11/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Other Businesses

1) Masri LLC | Investment Related:No|Other|Co-Owner|1/10/2022|Less than 20|0| Vending Machine services, Online sales of drinks, take care of accounting, financial and compliance health.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-30
S63 Uniform Securities Agent State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2025-08-30
  • S63 Uniform Securities Agent State Law Examination
    2024-02-23
Other Names
  • Gabriel Jose Masri

View on SEC IAPD

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James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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