Zak Su Irizarry
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.Sep 2023 to now
- Charles Schwab & Co., Inc.May 2017 to now
- Charles Schwab BankMay 2017 to Sep 2023
- Professional Group Plans|Nov 2016 to Jul 2017
- AXA Advisors LLCAug 2016 to Apr 2017
- Retro FitnessAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6652617
- Firm CRD
- 159035