Grady Dok
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 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
12 years in the industry.
- Schwab Wealth Advisory, Inc.May 2024 to now
- Charles Schwab & Co., Inc.Jan 2023 to now
- Miracle Mile AdvisorsOct 2022 to Dec 2022
- University of PortlandSep 2021 to Sep 2022
- UnemployedDec 2020 to Aug 2021
- Scripps Ranch Swim & Racquet CJun 2020 to Nov 2020
- Full Time EducationAug 2015 to Jun 2019
- UnemployedMar 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7539497
- Firm CRD
- 159035