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Christopher Neal Leyda

Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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

10 years in the industry.

  1. Schwab Wealth Advisory, Inc.Jul 2025 to now
  2. Charles Schwab & Co., IncJul 2025 to now
  3. Equitable Advisors, LLCFeb 2021 to Jul 2025
  4. Point of Rental SoftwareJun 2019 to Jan 2021
  5. Full Time EducationJan 2019 to Jun 2019
  6. Dallas Baptist UniversityMay 2016 to Jan 2019
  7. Entrepreneurial EndeavorsMay 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2023

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
7335407
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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