Antonio Fernandez
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc.Jul 2025 to now
- J.P. Morgan Securities LLCApr 2022 to May 2025
- JPMorgan Chase Bank, N.A.Apr 2022 to May 2025
- UnemployedFeb 2022 to Mar 2022
- Regimen Wealth LLCNov 2021 to Jan 2022
- Bank of America, N.A.Sep 2019 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Nov 2021
- Improveit of AtlantaFeb 2017 to Sep 2019
- UnemployedNov 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7178775
- Firm CRD
- 159035