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Ellery J Segebart

Schwab Wealth Advisory, Inc.

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About Ellery J Segebart

Ellery Segebart is a financial advisor with Schwab Wealth Advisory, Inc. Ellery has been in the industry since October 27, 2012. Ellery is registered with the following regulators: FINRA, state of Arizona, and state of Texas. Ellery is a CERTIFIED FINANCIAL PLANNER™. Ellery also holds the Series 6, Series 7, and Series 63 licenses.

Firm Information

Ellery Segebart 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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Ellery Segebart’s Registration & Firm History

CA

02/25/2023 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

AZ

09/16/2013 - 07/25/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

10/01/2012 - 08/16/2013

J.P. MORGAN SECURITIES LLC (GILBERT AZ)

AZ

09/19/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (GILBERT AZ)

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Licenses & Designations

IA

Issued 04/14/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/18/2012

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 Ellery J Segebart.
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