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George Anibar Sorto

Schwab Wealth Advisory, Inc.

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About George Anibar Sorto

George Anibar Sorto is a financial advisor with Schwab Wealth Advisory, Inc., an investment firm based in San Francisco, California. George has been in the financial industry for over 10 years and has experience working with Fidelity Brokerage Services LLC and TD Ameritrade, Inc. He is registered with the state of Texas to provide investment advisory services. George holds a Series 7, Series 63, and Series 66 license. He is also a Certified Financial Planner.

Firm Information

George Sorto 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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George Sorto’s Registration & Firm History

TX

07/24/2023 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

05/24/2022 - 07/06/2023

TD AMERITRADE, INC. (Westlake TX)

TX

07/30/2015 - 06/05/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

IL

10/01/2008 - 12/19/2008

ASSENT LLC (BOLINGBROOK IL)

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Licenses & Designations

BC

Issued 06/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for George Anibar Sorto. Review regulatory record here.
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