Chloe Grace White
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co., Inc.Nov 2023 to now
- HumankindAug 2022 to Nov 2023
- United Schools of IndianapolisJul 2019 to Aug 2022
- Lowell Middle SchoolJan 2019 to Jul 2019
- Merrillville High SchoolOct 2018 to Jan 2019
- Westfield Middle SchoolAug 2017 to Jul 2018
- Enterprise Rent-a-carNov 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7807489
- Firm CRD
- 159035