Christopher Lee Bentley
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.
- Schwab Wealth Advisory, Inc.Jan 2026 to now
- Charles Schwab & Co. IncJan 2026 to now
- Beacon Pointe AdvisorsJun 2024 to Dec 2025
- Joslin Capital Advisors, LLCMay 2022 to Jun 2024
- TD AmeritradeMay 2017 to May 2022
- Bank of America, N.A.Feb 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent 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
- 5906066
- Firm CRD
- 159035