Aaron Tucker
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Aaron Tucker? 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
14 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2025 to now
- Charles Schwab & Co., Inc.Nov 2023 to now
- UnemployedAug 2023 to Oct 2023
- Coldstream Wealth ManagementOct 2021 to Jul 2023
- Goldman Sachs & Co. LLCJan 2021 to Oct 2021
- The Ayco Company, L.p./mercer AlliedJan 2020 to Jan 2021
- University of California, IrvineSep 2019 to Jan 2020
- University of California, RiversideSep 2017 to Jun 2019
- University of California, Los AngelesNov 2016 to Jan 2017
- Army ReservesApr 2012 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7223962
- Firm CRD
- 159035