Samuel Cook Goddard
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$0Firm assets
Are you Samuel Cook Goddard? Claim your profile
Contact this firm
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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co., Inc.Nov 2025 to now
- Morgan StanleyJun 2020 to Oct 2025
- VoyaSep 2019 to Jun 2020
- Voya Financial Partners, LLCSep 2019 to Dec 2019
- Wally's American Pub N GrillJul 2019 to Oct 2019
- UnemployedMay 2019 to Jul 2019
- Adam F. Press Fitness Center At Colorado CollegeFeb 2019 to May 2019
- Colorado CollegeAug 2014 to May 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7178684
- Firm CRD
- 159035