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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Pennsylvania, by city and A to Z.

The short answer

17 registered advisors work at Schwab Wealth Advisory, Inc. in Pennsylvania, out of 1,476 nationwide; it's the firm's number 13 state by advisors, and the most are in Radnor (14). 10 list the CFP designation and 16 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in Pennsylvania

Every firm in Pennsylvania →

Radnor 14Cranberry Township 1Langhorne 1Malvern 1

Schwab Wealth Advisory, Inc. advisors in Pennsylvania, A to Z

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Schwab Wealth Advisory, Inc. in other states

Arizona 261Colorado 220Florida 218Texas 213Indiana 163California 138Georgia 33Illinois 32North Carolina 23Washington 22New Jersey 21Virginia 21Minnesota 16Massachusetts 14New York 14Ohio 14Missouri 13Nebraska 7Connecticut 3Michigan 3

Questions

How many Schwab Wealth Advisory, Inc. financial advisors are in Pennsylvania?

17 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 10 list the CFP designation and 16 are also registered as broker representatives.

Where in Pennsylvania does Schwab Wealth Advisory, Inc. have the most advisors?

Radnor, with 14, then Cranberry Township (1). Schwab Wealth Advisory, Inc. has advisors in 4 cities in Pennsylvania.

How do I check a Schwab Wealth Advisory, Inc. advisor in Pennsylvania?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Schwab Wealth Advisory, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.