Thomas Andrew King
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 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
14 years in the industry.
- Schwab Wealth Advisory, Inc.Feb 2025 to now
- Charles Schwab & Co IncJun 2022 to now
- Schwab Wealth Advisory IncJun 2022 to Jan 2025
- M Group and AssociatesMay 2021 to Aug 2021
- Student Accessibility and Inclusive Learning ServicesSep 2020 to Apr 2022
- N/aApr 2020 to Sep 2020
- Jimmy John'sAug 2019 to Apr 2020
- N/aSep 2018 to Aug 2019
- Aspen Valley Country ClubMar 2017 to Sep 2018
- North Pole ExperienceNov 2016 to Jan 2017
- N/aJul 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7535422
- Firm CRD
- 159035