Tyler Schaefer
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
3 statesRegistered 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.Mar 2025 to now
- Charles Schwab & Co., Inc.Mar 2025 to now
- RoverDec 2024 to now
- J.P. Morgan Securities LLCOct 2023 to Feb 2025
- JPMorgan Chase Bank, N.A.Oct 2023 to Feb 2025
- Bank of America, N.A.Dec 2022 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Oct 2023
- Key Investment Services LLCApr 2022 to Dec 2022
- Keybank/key CorpOct 2021 to Dec 2022
- Valley National BankAug 2021 to Oct 2021
- First Option MortgageMay 2021 to Aug 2021
- Bank of AmericaDec 2020 to May 2021
- Wells FargoAug 2017 to Dec 2020
- Villa SportJul 2017 to Sep 2017
- UnemployedJun 2017 to Jun 2017
- United States ArmyAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, 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
- 7542411
- Firm CRD
- 159035