Alexander Lee
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Apr 2026 to now
- J.P. Morgan Securities LLCJul 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Jul 2025 to Apr 2026
- Equitable Advisors, LLC.Feb 2025 to Jun 2025
- Equitable Financial Life InsuranceFeb 2025 to Jun 2025
- UnemployedJan 2025 to Jan 2025
- Frisco Independent School DistrictAug 2024 to Dec 2024
- Lake Worth Independent School DistrictAug 2023 to Jul 2024
- Charter School AssociatesMay 2021 to Jul 2023
- UnemployedJan 2021 to Apr 2021
- Full Time EducationAug 2020 to Dec 2020
- WalgreensNov 2019 to Jul 2020
- UnemployedJan 2019 to Oct 2019
- Baylor University Success Center TutoringJan 2018 to Dec 2018
- Full Time EducationJul 2015 to Dec 2018
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
- 8040475
- Firm CRD
- 159035