Alexander Liedberg
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.Sep 2025 to now
- Charles Schwab & Co., IncSep 2025 to now
- Fisher InvestmentsOct 2023 to Sep 2025
- Charles Schwab & Co., Inc.Feb 2021 to Sep 2023
- UnemployedFeb 2020 to Feb 2021
- Mass Mutual Life Insurance Co.Sep 2019 to Dec 2019
- Platinum ParkingOct 2016 to Feb 2020
- TargetJun 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7337009
- Firm CRD
- 159035