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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 | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Aldie | VA | 02/2013 | 05/2020 |
| Mission Bbq | Herndon | VA | 05/2020 | 08/2020 |
| Half Fast Subs | Boulder | CO | 08/2020 | 03/2021 |
| Full-Time Education | Boulder | CO | 11/2020 | 05/2021 |
| Full-Time Education | Boulder | CO | 11/2022 | 03/2023 |
| Rio Grande | Boulder | CO | 05/2021 | 05/2022 |
| Juno House | Barcelona | 05/2022 | 07/2022 | |
| Rio Grande | Boulder | CO | 07/2022 | 11/2022 |
| Rio Grande | Boulder | CO | 03/2023 | 09/2023 |
| Keybank | Denver | CO | 09/2023 | 02/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2024 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-04 |
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