TrueAdvisor
TrueAdvisor
AT
CFP
AT
CFP

Adam G Tobias

Schwab Wealth Advisory, INC.
8 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

Apopka, FL

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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
Schwab Wealth Advisory, INC.
July 2025 - Present · 7 mos
Charles Schwab & CO., INC.Broker
July 2025 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
May 2024 - July 2025 · 1 yr 2 mos
Ameriprise Financial Services, LLC
May 2024 - July 2025 · 1 yr 2 mos
Schwab Wealth Advisory, INC.
October 2020 - April 2024 · 3 yrs 6 mos
Charles Schwab & CO., INC.
April 2019 - November 2020 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
April 2017 - April 2024 · 7 yrs
State Registrations11 states
ALCADEFLKYNCNYOHOKTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.