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Alexander Read Schofield

Schwab Wealth Advisory, Inc.

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About Alexander Read Schofield

Alexander Schofield is a financial advisor registered with Schwab Wealth Advisory, Inc. Alexander has 8 years of experience in the financial services industry. Alexander is licensed in 16 states and the District of Columbia and holds the following licenses and registrations: Series 63, Series 66, Series 7, SIE, and Series 9 & 10. Alexander is a registered Investment Advisor in the state of Florida. Alexander has a branch office in Orlando, FL. Alexander specializes in portfolio management for individuals and businesses, and financial planning.

Firm Information

Alexander Schofield is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Alexander Schofield’s Registration & Firm History

FL

01/07/2022 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

GA

05/01/2015 - 05/15/2017

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 10/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/02/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alexander Read Schofield.
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