Ainsley Elizabeth Stone

Schwab Wealth Advisory, INC.

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Schwab Wealth Advisory, INC.

Compensation

N/A

Firm Size

1230 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

9800 Schwab Way, Lone Tree, CO, 80124

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ainsley rents out a house she owns to tenants. This activity is not investment-related and takes about 10-20% of her time.

Employment History

Current Registrations

Schwab Wealth Advisory, INC.

November 2014 - Present · 11 yrs 3 mos

Charles Schwab & CO., INC.Broker

May 2012 - Present · 13 yrs 9 mos

Previous Registrations

Charles Schwab & CO., INC.

January 2014 - November 2014 · 10 mos

State Registrations22 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.