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Ethan Matthew Torres

Investment adviser representative at Schwab Wealth Advisory, Inc.
11 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

11 years in the industry.

  1. Schwab Wealth Advisory, Inc.Aug 2023 to now
  2. Charles Schwab & Co., Inc.Aug 2023 to now
  3. UnemployedMay 2023 to Aug 2023
  4. Sprouts Farmers MarketMay 2021 to Aug 2021
  5. Chick Fil AFeb 2018 to Aug 2019
  6. Full-time EducationAug 2015 to May 2023

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7539704
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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