Cindy Scott
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2025 to now
- Charles Schwab & Co., Inc.Dec 2019 to now
- JPMorgan Chase Bank NAOct 2019 to Nov 2019
- JPMorgan Securities LLCOct 2019 to Nov 2019
- Fisher InvestmentsMay 2019 to Sep 2019
- UnemployedDec 2018 to May 2019
- Transamerica Investors Securities CorporationNov 2017 to Dec 2018
- Transamerica Retirement SolutionsNov 2017 to Dec 2018
- ValuteachersFeb 2017 to Nov 2017
- Think2performJun 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
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
- 2918260
- Firm CRD
- 159035