Kyle D Bosworth
Investment adviser representative at Schwab Wealth Advisory, Inc.
15 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
15 years in the industry.
- Schwab Wealth Advisory, Inc.May 2022 to now
- Charles Schwab & Co., Inc.May 2020 to now
- Compass Group USAFeb 2020 to May 2020
- Utrgv Athletics DepartmentNov 2017 to May 2019
- Utrgv Department of BiologyNov 2017 to May 2019
- Ut-rgvAug 2017 to Apr 2020
- Seattle SeahawksAug 2016 to Jan 2017
- StudentJan 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7258894
- Firm CRD
- 159035