David Zuniga
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
14 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Sep 2021 to now
- USAA Federal Savings BankNov 2020 to Sep 2021
- UnemployedAug 2020 to Oct 2020
- USAA Investment Services CompanyJan 2018 to Jul 2020
- USAA Financial Planning ServicesMar 2012 to Jul 2020
- USAA Financial Advisors, IncMar 2012 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (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
- 2914348
- Firm CRD
- 159035