TrueAdvisor
TrueAdvisor
AL
AL

Adam Shane Leatherby

Schwab Wealth Advisory, INC.
11 Years of Experience
Broker
View SEC Summary
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

6501 S Fiddlers Green Circle, Ste 300 - 600, Greenwood Village, CO, 80111-5039

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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.

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Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
July 2025 - Present · 7 mos
Schwab Wealth Advisory, INC.
July 2025 - Present · 7 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2025 · 3 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
September 2015 - July 2018 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
April 2014 - June 2025 · 11 yrs 2 mos
State Registrations5 states
CACOIDMATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.