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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-27 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Goodkind Group | New York | NY | 10/2018 | 05/2019 |
| Ymca Retirement Fund | New York | NY | 05/2019 | 12/2021 |
| Ymca Retirement Fund | New York | NY | 01/2022 | 05/2022 |
| Ymca Retirement Fund | New York | NY | 06/2022 | 08/2024 |
| Union Garage | Bridgeport | CT | 11/2021 | 04/2022 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 08/2024 | Present |
| Full Time Education | Jamaica | NY | 09/2014 | 05/2018 |
| Unemployed | Jamaica | NY | 05/2018 | 10/2018 |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-24 |
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