Kevin Edward Seales
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.May 2026 to now
- Charles Schwab & Co., Inc.May 2026 to now
- Everest Financial Group LLCMay 2025 to May 2026
- Osaic Wealth, Inc.May 2025 to May 2026
- Bank of America, N.A.Apr 2025 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jun 2020 to May 2025
- Tcf Inventory FinanceMar 2019 to Jun 2020
- UnemployedMar 2018 to Mar 2019
- ScottradeSep 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6549441
- Firm CRD
- 159035