Richard Alexander Keiser
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Richard Alexander Keiser? 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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2024 to now
- Charles Schwab & Co, IncJul 2024 to now
- Fidelity InvestmentAug 2023 to Jul 2024
- Empower Advisory Group, LLCApr 2023 to Jul 2023
- Empower Financial Services, IncApr 2023 to Jul 2023
- TIAADec 2018 to Feb 2023
- TIAA-CREF Individual & Institutional Services, LLCDec 2018 to Feb 2023
- UnemployedMay 2018 to Dec 2018
- Wells Fargo Clearing Services, LLCAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6384248
- Firm CRD
- 159035