Phillip Battle
Investment adviser representative at Schwab Wealth Advisory, Inc.
9 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
9 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2025 to now
- Charles Schwab & Co., IncApr 2025 to now
- Fidelity InvestmentsDec 2021 to Apr 2025
- JP Morgan Chase Bank, N.A.Sep 2020 to Dec 2021
- JP Morgan Securities, LLCSep 2020 to Dec 2021
- Bank of America N.A.Jan 2016 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7009719
- Firm CRD
- 159035