Patrick Thomas Whitley
Investment adviser representative at Schwab Wealth Advisory, Inc.
31 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
Are you Patrick Thomas Whitley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2012 to now
- Charles Schwab & Co., Inc.Dec 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2153541
- Firm CRD
- 159035