Roland Villanueva
Investment adviser representative at Schwab Wealth Advisory, Inc.
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Schwab Wealth Advisory, Inc.May 2026 to now
- Charles Schwab & Co, IncMay 2026 to now
- Fisher InvestmentsSep 2023 to May 2026
- Edward JonesFeb 2022 to Sep 2023
- Corpus Christi Financial GroupFeb 2021 to Dec 2021
- Voya Financial Advisors/cetera Advisor NetworksJan 2021 to Aug 2021
- Full Time EducationApr 2020 to Dec 2020
- Edward JonesJun 2019 to Aug 2020
- Sprint Corp.Jun 2018 to Apr 2019
- Full Time EducationJan 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2026
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
- 7111927
- Firm CRD
- 159035