Tucker Max Smith
Investment adviser representative at Schwab Wealth Advisory, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Tucker Max Smith? 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
18 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2018 to now
- Charles Schwab & Co., Inc.Apr 2018 to now
- USAA Financial Advisors, Inc.May 2008 to Mar 2018
- USAA Financial Planning ServicesMay 2008 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2533874
- Firm CRD
- 159035