Mark David Silverstein
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.
- Charles Schwab & Co., Inc.Aug 2026 to now
- Schwab Wealth Advisory, Inc.Aug 2026 to now
- Self-employed | Wheelie Pop BrewingOct 2021 to Jun 2026
- Charles Schwab & Co., Inc.Sep 2016 to Sep 2021
- Charles Schwab BankSep 2016 to Sep 2021
- Twiddle Games, LLCSep 2012 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 4545405
- Firm CRD
- 159035