Joseph Domato
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
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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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc.Jul 2025 to now
- Rise Wealth Managment - Ameriprise FinancialJun 2018 to Jul 2025
- Ameriprise Financial Services, Inc.May 2018 to Jul 2025
- Northwestern Mutual Wealth Management CompanySep 2017 to May 2018
- Brad Smith Group - Northwestern MutualAug 2017 to Jun 2018
- Northwestern Mutual Investment Services, LLCAug 2017 to May 2018
- Bradford SmithJul 2017 to May 2018
- Wright Private Asset Mgmt. LLCJun 2016 to Jul 2017
- Wright Investors Service, Inc.Mar 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 4928946
- Firm CRD
- 159035