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Douglas Stuart Voight

Schwab Wealth Advisory, Inc.

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About Douglas Stuart Voight

Douglas Voight is a financial advisor with over 24 years of experience in the industry. Currently, Douglas is an investment advisor representative at Schwab Wealth Advisory, Inc. Douglas's previous experience includes working with Peters Securities Co., LP and Chicago Partnership Board, Inc.

Firm Information

Douglas Voight 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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Douglas Voight’s Registration & Firm History

IN

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)

IL

02/04/1998 - 06/26/2002

PETERS SECURITIES CO., LP (CHICAGO IL)

IL

10/28/1997 - 01/08/1998

CHICAGO PARTNERSHIP BOARD, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Douglas Stuart Voight. Review regulatory record here.
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