Maxwell Corey

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:

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

Current Employers

Employment History

• 07/2015 → 01/2022
  Unemployed
  Las Vegas, NV
• 02/2022 → 05/2025
  Unlv Housing & Residential Life
  Las Vegas, NV
• 02/2023 → 08/2023
  Aramark
  Las Vegas, NV
• 04/2023 → 08/2023
  Unlv Office Of Admissions
  Las Vegas, NV
• 04/2023 → 07/2025
  Dairy Council Of Nevada
  Sparks, NV
• 05/2023 → 12/2023
  Fantasy Lab
  Las Vegas, NV
• 05/2023 → 07/2025
  Cardinal Group Management
  Las Vegas, NV
• 06/2024 → 08/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Maxwell James Corey
• Max Corey