Elisha Torrance
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.Jul 2025 to now
- Charles Schwab & Co, IncJul 2025 to now
- JP Morgan Chase Bank, N.A.Aug 2024 to Jun 2025
- JP Morgan Securities, LLCAug 2024 to May 2025
- UnemployedJun 2024 to Jul 2024
- Cetera Investment Services, LLCOct 2022 to Oct 2023
- Columbia Private BankJul 2019 to May 2024
- Steward Partners Investment Solutions, LLCJul 2019 to Apr 2021
- Umpqua BankJul 2019 to Apr 2021
- UnemployedJun 2018 to Jul 2019
- City National BankApr 2016 to Jun 2018
- City National Securities, Inc.Apr 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4470038
- Firm CRD
- 159035