Manuel Alejandro Cruz
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
14 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2022 to now
- Charles Schwab & Co., Inc.Apr 2022 to now
- Raymond James & Associates, Inc.Jan 2021 to Apr 2022
- Deloitte LLPJan 2020 to Dec 2020
- American National BankDec 2018 to Sep 2019
- University of Nebraska, OmahaAug 2018 to Dec 2019
- UberAug 2018 to Dec 2018
- Deloitte LLPJun 2018 to Aug 2018
- U.S. Air ForceAug 2012 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
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
- 7330433
- Firm CRD
- 159035