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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Seasons Rent All | Englewood | CO | 05/2020 | 06/2024 |
| Topgolf | Centennial | CO | 11/2016 | 09/2020 |
| Walmart- Sam's Club | Aurora | CO | 12/2020 | 04/2021 |
| Unemployed | Aurora | CO | 05/2014 | 12/2016 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2024 | Present |
| Schwab Wealth Advisory Inc. | Lone Tree | CO | 08/2026 | Present |
1) Metropolitan State University of Denver Lacrosse Club | Investment Related:No|890 Auraria Parkway|Denver|CO|80204|USA|Sports/Physical Recreation|Assistant Coach|2/1/2026|20-40|0|Coach college players by creating practice and game plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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