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Schwab Wealth Advisory, Inc. financial advisors in Washington
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Washington, by city and A to Z.
The short answer
22 registered advisors work at Schwab Wealth Advisory, Inc. in Washington, out of 1,482 nationwide; it's the firm's number 11 state by advisors, and the most are in Bellevue (17). 12 list the CFP designation and 21 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors by city in Washington
Every firm in Washington →Schwab Wealth Advisory, Inc. advisors in Washington, A to Z
Search by name →- Gavin AhlersBellevue
- Liam AireyBellevue · Certified Financial Planner
- Jake W. AndersonVancouver
- Carl D. AschenbrennerBellevue · Chartered Financial Analyst
- Christopher L. BentleyBellevue · Certified Financial Planner
- Gavin J. BoespflugBellevue · Certified Financial Planner
- Wesley BurroughsBellevue · Certified Financial Planner
- Gabrielle M. CorduanBellevue · Certified Financial Planner, Chartered Financial Consultant
- Aengus DubendorfBellevue
- Lauren MaBellevue · Certified Financial Planner
- Deviemattie S. MakkarBellevue · Certified Financial Planner, Chartered Financial Consultant
- Jack H. MelikyanBellevue
- Jeffrey M. MinerSeattle
- Carolyn NgoBellevue · Certified Financial Planner
- Aaron PimentelBellevue · Certified Financial Planner
- Chadwick S. ProctorSeattle
- Ariel RomeroRenton
- Mark D. SilversteinBellevue · Certified Financial Planner
- Ryan M. SmigielskiBellevue · Certified Financial Planner
- Sasho SmileskiRedmond
- Matthew M. StevensBellevue · Certified Financial Planner, Chartered Financial Consultant
- Jonathan C. WangBellevue
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Schwab Wealth Advisory, Inc. in other states
Arizona 264Florida 225Colorado 221Texas 214Indiana 161California 130Georgia 34Illinois 32North Carolina 23New Jersey 22Virginia 21Pennsylvania 17Minnesota 16Massachusetts 15New York 14Ohio 14Missouri 13Nebraska 8Connecticut 3Michigan 3
Questions
How many Schwab Wealth Advisory, Inc. financial advisors are in Washington?
22 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 1,482 at the firm nationwide. 12 list the CFP designation and 21 are also registered as broker representatives.
Where in Washington does Schwab Wealth Advisory, Inc. have the most advisors?
Bellevue, with 17, then Seattle (2). Schwab Wealth Advisory, Inc. has advisors in 5 cities in Washington.
How do I check a Schwab Wealth Advisory, Inc. advisor in Washington?
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.