Stephanie Lopez
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2024 to now
- Charles Schwab & Co., IncJul 2024 to now
- Schwab Wealth Advisor, IncJul 2024 to now
- JP MorganOct 2021 to Jul 2024
- JP MorganDec 2017 to Sep 2021
- JP Morgan Chase BankMar 2016 to Nov 2017
- JP Morgan Securities LLCMar 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6635336
- Firm CRD
- 159035