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Victor Jesus Nuncio

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 7905448

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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
TX RA APPROVED 2025-04-28
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Icompetex Lewisville TX 04/2023 06/2024
Bosses Pizza Keller TX 10/2018 06/2019
H & M Hennes & Mauritz Fort Worth TX 12/2021 11/2022
Soleplier Corp. Southlake TX 07/2020 08/2021
Unemployed Fort Worth TX 02/2015 09/2018
Charles Schwab & Co., Inc. Westlake TX 06/2024 08/2024
Charles Schwab & Co., Inc. Westlake TX 08/2024 Present
Schwab Wealth Advisory, Inc. Westlake TX 02/2025 Present
Full Time Education Denton TX 08/2021 12/2024
Soleplier Corp. Hurst TX 06/2019 07/2020
  • 04/2023 → 06/2024
    Icompetex
    Lewisville, TX
  • 10/2018 → 06/2019
    Bosses Pizza
    Keller, TX
  • 12/2021 → 11/2022
    H & M Hennes & Mauritz
    Fort Worth, TX
  • 07/2020 → 08/2021
    Soleplier Corp.
    Southlake, TX
  • 02/2015 → 09/2018
    Unemployed
    Fort Worth, TX
  • 06/2024 → 08/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
  • 08/2021 → 12/2024
    Full Time Education
    Denton, TX
  • 06/2019 → 07/2020
    Soleplier Corp.
    Hurst, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-26
  • S66 Uniform Combined State Law Examination
    2025-04-26

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES

Nearby Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD

Nearby Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

More in Westlake, TX

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