Susan Hall
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
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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
10 years in the industry.
- Charles Schwab Bank, SsbOct 2026 to now
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., IncOct 2025 to now
- UnemployedJul 2024 to Sep 2025
- City National BankMay 2020 to Jun 2024
- RBC Capital Markets, LLCMay 2020 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to May 2020
- UnemployedJan 2017 to Jul 2018
- Caliber Home LoansAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 2553760
- Firm CRD
- 159035