Nolan Richard Sand
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Apr 2026 to now
- Fidelity InvestmentsOct 2022 to Apr 2026
- Charles Schwab Bank, SsbMar 2022 to Oct 2022
- Charles Schwab & Co., Inc.Feb 2020 to Oct 2022
- Kestra Investment Services/harbor Investment AdvisorsNov 2019 to Dec 2019
- Kestra Private Wealth ServicesNov 2019 to Dec 2019
- Reid West Golf AcademiesFeb 2018 to Jan 2020
- Respect Pool Service and RepairSep 2017 to Feb 2018
- Desert Schools Credit UnionApr 2017 to Sep 2017
- Desert Schools Financial ServicesDec 2016 to Apr 2017
- Farm Bureau Financial ServicesOct 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
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
- 7198814
- Firm CRD
- 159035