Cathryn Marie Sandborn
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Jul 2022 to now
- Charles Schwab Bank, SsbJan 2025 to Apr 2026
- Otto Pint Steamboat LLCMar 2022 to Jul 2022
- Salt & LimeJul 2021 to May 2022
- Steamboat Ski ResortJun 2021 to Apr 2022
- Government of Spain EducationOct 2019 to Jun 2021
- Dedham Parks & RecJul 2019 to Aug 2019
- Wellesley Country Club IncJun 2019 to Sep 2019
- The Leukemia & Lymphoma SocietyMay 2018 to Aug 2018
- Mayo ClinicMay 2017 to Aug 2017
- Stetson UniversitySep 2016 to May 2019
- FossilMay 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7561411
- Firm CRD
- 159035