Kamryn Person
Investment adviser representative at Schwab Wealth Advisory, Inc.
19 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
19 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2026 to now
- Charles Schwab & Co., Inc.Jul 2026 to now
- Ipswitch EntertainmentJun 2026 to now
- Off the RailsJan 2022 to now
- Self EmploymentJan 2007 to now
- Citizens BankJan 2025 to Jul 2026
- Citizens Securities, Inc.Jan 2025 to Jul 2026
- CitizensFeb 2019 to Jan 2025
- Fifth Third BankJan 2017 to Feb 2019
- Bank of AmericaJan 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8027529
- Firm CRD
- 159035