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Alexander Thomas Csekme

Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
2 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

12 years in the industry.

  1. Schwab Wealth Advisory, Inc.Apr 2026 to now
  2. Charles Schwab & Co., Inc.Jul 2023 to now
  3. The WMay 2023 to Jul 2023
  4. N/aApr 2023 to May 2023
  5. Pour DecisionsMar 2023 to Apr 2023
  6. Toca MaderaNov 2022 to Mar 2023
  7. Rnr GastropubNov 2021 to Jan 2023
  8. Tryst CafeMay 2021 to Oct 2021
  9. Microchip TechnologyFeb 2021 to May 2021
  10. P. F. ChangsJan 2019 to May 2019
  11. N/aAug 2018 to Dec 2022
  12. Panera BreadSep 2017 to Jan 2019
  13. N/aAug 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7765929
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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