Spencer Newell Ellsworth
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.Apr 2026 to now
- Charles Schwab & Co., Inc.Apr 2026 to now
- Vanguard Advisers, Inc.Aug 2025 to Mar 2026
- The Vanguard Group, Inc.Aug 2020 to May 2025
- Vanguard Marketing CorporationAug 2020 to May 2025
- UnemployedMay 2020 to Jul 2020
- The Vanguard Group, Inc.May 2019 to Aug 2019
- Steak and Kebab HutAug 2017 to Sep 2018
- Byu-idahoApr 2017 to Apr 2020
- Old Town Baking CompanyFeb 2017 to Jul 2017
- The Church of Jesus Christ of Latter Day SaintsJan 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7128360
- Firm CRD
- 159035