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Anne Rae Sailer

Schwab Wealth Advisory, Inc.

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About Anne Rae Sailer

Anne Sailer is a financial advisor with Schwab Wealth Advisory, Inc. located in Phoenix, Arizona. Anne has been in the financial services industry since 2003. Anne has a wide range of experience working with individuals, businesses, and retirement plans. Anne is registered to provide investment advice in 53 states and the District of Columbia. Anne is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Anne Sailer 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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Anne Sailer’s Registration & Firm History

AZ

12/11/2020 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

09/21/2007 - 08/30/2019

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

06/10/2004 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

MO

06/06/2003 - 01/27/2004

EDWARD JONES (ST. LOUIS MO)

GA

01/06/2003 - 06/06/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 01/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Anne Rae Sailer.
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