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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 | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 06/2026 | Present |
| Full-Time Education | Parker | CO | 11/2013 | 08/2018 |
| Lodo's Bar And Grill | Highlands Ranch | CO | 08/2018 | 05/2020 |
| Jimmy John's | Parker | CO | 05/2020 | 09/2021 |
| La Loma | Castle Rock | CO | 09/2021 | 02/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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