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Emanuel Candelario padilla

Schwab Wealth Advisory, Inc.

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About Emanuel Candelario padilla

Emanuel Candelario padilla is a financial professional with over 10 years of experience in the industry. Emanuel is a Certified Financial Planner™ professional and a Chartered Financial Consultant. Emanuel is currently registered with Schwab Wealth Advisory, Inc. and previously held registrations with Lincoln Financial Securities Corporation, CITI International Financial Services LLC, and MML Investors Services, LLC. Emanuel has a wide range of experience providing financial services to individuals and businesses.

Firm Information

Emanuel Candelario padilla 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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Emanuel Candelario padilla’s Registration & Firm History

FL

07/09/2024 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

PR

01/11/2024 - 05/07/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (SAN JUAN PR)

PR

10/18/2016 - 04/04/2022

CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)

PR

03/09/2015 - 09/15/2016

MML INVESTORS SERVICES, LLC (HATO REY PR)

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Licenses & Designations

BOTH

Issued 09/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2015

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 Emanuel Candelario padilla.
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