Juan Sebastian Amaya acero
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Feb 2025 to now
- Charles Schwab & Co., Inc.Feb 2025 to now
- Extended TravelDec 2024 to Feb 2025
- Charles Schwab & Co., Inc.Jun 2024 to Aug 2024
- Terra Gaucha Brazilian StakehouseAug 2022 to May 2024
- Lombardi Cucina ItalianaMar 2022 to Aug 2022
- Freeway InsuranceAug 2020 to Mar 2022
- Greenkiss Staffing SolutionsJul 2020 to Aug 2020
- American Income LifeJan 2020 to Aug 2020
- Ays StaffingDec 2019 to Dec 2019
- Darden ConceptsSep 2019 to Jan 2020
- Wild SalsaJul 2019 to Jan 2020
- Wells FargoJan 2019 to Jul 2019
- Full-time EducationJan 2014 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7797527
- Firm CRD
- 159035