Adviser and broker representative · Schwab Wealth Advisory, Inc.
Felipe J. Florez
CRD 6797787 · Orlando, FL
At a glance
Felipe J. Florez is an investment adviser representative with Schwab Wealth Advisory, Inc. in Orlando, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Felipe’s SEC record dates to 2024, about 2 years ago. Felipe is also registered as a broker representative.
Current advisory firm
- Schwab Wealth Advisory, Inc.Since September 2024Orlando, FL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Felipe’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.