Martin Louis Czerwonka
Investment adviser representative at Schwab Wealth Advisory, Inc.
19 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Martin Louis Czerwonka? 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
19 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2022 to now
- Charles Schwab & Co., Inc.Jun 2022 to now
- USAA Investment Services CompanyJan 2018 to Jun 2022
- USAA Financial Planning ServicesNov 2008 to Jan 2018
- USAA Financial Advisors, IncAug 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4253408
- Firm CRD
- 159035