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John Domenic Pettee

Schwab Wealth Advisory, Inc.

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About John Domenic Pettee

John Domenic Pettee is a financial advisor registered with Schwab Wealth Advisory, Inc. and has been in the industry since 2000. John has been with Schwab since 2013. Previously, John worked with USAA Financial Advisors, Inc. and Vanguard Marketing Corporation. John is a Certified Financial Planner and holds the Series 6, Series 7, and Series 63 licenses. John specializes in providing portfolio management and financial planning services.

Firm Information

John Pettee 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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John Pettee’s Registration & Firm History

AZ

01/06/2023 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

12/07/2005 - 09/03/2013

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

PA

10/05/2000 - 11/15/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 10/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/04/2000

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 John Domenic Pettee.
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