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Dan Malone

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7874606

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-30
  • IN RA
    APPROVED
    Since 2026-06-30

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc. Indianapolis IN 02/2024 Present
Charles Schwab Bank, Ssb Indianapolis IN 02/2024 06/2026
Royal United Mortgage Indianapolis IN 01/2024 02/2024
National Bank Of Indianapolis Indianapolis IN 08/2022 12/2023
Old National Bank Zionsville IN 02/2020 08/2022
Cellular Sales Verizon Indianapolis IN 01/2019 02/2020
Best Buy Greenwood IN 08/2015 02/2020
Malone's Catering Indianapolis IN 04/2010 12/2020
Schwab Wealth Advisory, Inc. Indianapolis IN 06/2026 Present
  • 02/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 02/2024 → 06/2026
    Charles Schwab Bank, Ssb
    Indianapolis, IN
  • 01/2024 → 02/2024
    Royal United Mortgage
    Indianapolis, IN
  • 08/2022 → 12/2023
    National Bank Of Indianapolis
    Indianapolis, IN
  • 02/2020 → 08/2022
    Old National Bank
    Zionsville, IN
  • 01/2019 → 02/2020
    Cellular Sales Verizon
    Indianapolis, IN
  • 08/2015 → 02/2020
    Best Buy
    Greenwood, IN
  • 04/2010 → 12/2020
    Malone's Catering
    Indianapolis, IN
  • 06/2026 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-15
  • S66 Uniform Combined State Law Examination
    2025-05-15
Other Names
  • Dan Patrick Malone

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
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