Adviser and broker representative · Schwab Wealth Advisory, Inc.
Ryan G. Markoe
CRD 7451142 · New York, NY
At a glance
Ryan G. Markoe is an investment adviser representative with Schwab Wealth Advisory, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ryan’s SEC record dates to 2022, about 4 years ago. Ryan is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Schwab Wealth Advisory, Inc.Since July 2026New York, NY · $0M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ryan’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
- 2 firmsLocked
- 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.