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Arianna Stern

Schwab Wealth Advisory, Inc.

Los Angeles, CA

San Francisco, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-15
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

2029 Century Park East Suite #940, Los Angeles, CA 90067 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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
Money Positive Cooperative Wimberley TX 05/2024 08/2024
Fun Factory Usa Burbank CA 01/2021 09/2024
Self-Employed Los Angeles CA 03/2016 09/2021
Swell, Inc. Los Angeles CA 01/2018 09/2018
Charles Schwab & Co., Inc. Los Angeles CA 10/2024 Present
Charles Schwab Bank, Ssb Los Angeles CA 04/2025 09/2025
Schwab Wealth Advisory, Inc. Los Angeles CA 09/2025 Present
  • 05/2024 → 08/2024
    Money Positive Cooperative
    Wimberley, TX
  • 01/2021 → 09/2024
    Fun Factory Usa
    Burbank, CA
  • 03/2016 → 09/2021
    Self-Employed
    Los Angeles, CA
  • 01/2018 → 09/2018
    Swell, Inc.
    Los Angeles, CA
  • 10/2024 → Present
    Charles Schwab & Co., Inc.
    Los Angeles, CA
  • 04/2025 → 09/2025
    Charles Schwab Bank, Ssb
    Los Angeles, CA
  • 09/2025 → Present
    Schwab Wealth Advisory, Inc.
    Los Angeles, CA
Previous Registrations
  • 2024-05-22 → 2024-09-24
    Money Positive
    Shavano Park, TX
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-14
S65 Uniform Investment Adviser Law Examination 2024-01-31
  • S63 Uniform Securities Agent State Law Examination
    2025-05-14
  • S65 Uniform Investment Adviser Law Examination
    2024-01-31
Other Names
  • Arianna Winslow Stern

View on SEC IAPD

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JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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