Alexander Jeffrey Gido
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 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
13 years in the industry.
- Charles Schwab & Co, Inc.Apr 2026 to now
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Goldman SachsJul 2024 to Apr 2026
- Full Time EducationAug 2023 to Jul 2024
- Goldman SachsJun 2023 to Aug 2023
- Full Time EducationAug 2022 to Jun 2023
- Bay Crest Partners LLCJun 2022 to Aug 2022
- Clemson UniversityAug 2021 to Jun 2022
- SkechersJun 2021 to Aug 2021
- Northern Highlands/clemson UniversityJan 2020 to Jun 2021
- Ridgewood Country ClubMar 2018 to Jan 2020
- Full Time EducationAug 2013 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7763059
- Firm CRD
- 159035