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Hallie Fraze

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-24

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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 Westlake TX 06/2024 01/2026
Charles Schwab & Co., Inc. Westlake TX 01/2026 Present
Unemployed Haslet TX 01/2016 07/2020
University Of North Texas Denton TX 01/2023 08/2025
Walmart Haslet TX 07/2020 11/2020
Target Fort Worth TX 06/2023 01/2025
Chipotle Haslet TX 06/2022 07/2022
Northwest Isd Haslet TX 08/2020 05/2022
Chilis Fort Worth TX 03/2022 08/2022
Oklahoma State University Dini Stillwater OK 08/2022 12/2022
  • 06/2024 → 01/2026
    Charles Schwab
    Westlake, TX
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2016 → 07/2020
    Unemployed
    Haslet, TX
  • 01/2023 → 08/2025
    University Of North Texas
    Denton, TX
  • 07/2020 → 11/2020
    Walmart
    Haslet, TX
  • 06/2023 → 01/2025
    Target
    Fort Worth, TX
  • 06/2022 → 07/2022
    Chipotle
    Haslet, TX
  • 08/2020 → 05/2022
    Northwest Isd
    Haslet, TX
  • 03/2022 → 08/2022
    Chilis
    Fort Worth, TX
  • 08/2022 → 12/2022
    Oklahoma State University Dini
    Stillwater, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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