Kevin Arthur Loy

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2025 → 04/2026
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2014 → 07/2017
  Full Time Education
  Erie, CO
• 08/2017 → 07/2021
  Full Time Education
  Erie, CO
• 08/2021 → 05/2025
  Full Time Education
  Tucson, AZ
• 06/2021 → 06/2023
  Buffalo Wild Wings
  Thorton, CO
• 06/2023 → 06/2024
  Arizona Alumni
  Tucson, AZ
• 05/2024 → 11/2024
  Northwestern Mutual
  Scottsdale, AZ
• 08/2025 → 04/2026
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 10/2025 → 04/2026
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2025-10-22 → 2026-05-15
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-21

Other Names

• Kevin A Loy
• Kevin Loy