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Mark Anthony Schweizer

Schwab Wealth Advisory, Inc.

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About Mark Anthony Schweizer

Mark Anthony Schweizer is a financial advisor with over 20 years of experience in the financial services industry. He has been a Registered Representative with Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. since 2015. Prior to that, he worked at UMB Financial Services, Inc. and UBS PaineWebber Inc. He has Series 63, 65, 7 and SIE licenses and holds the Certified Financial Planner designation. Mark Anthony Schweizer is committed to providing personalized financial planning and investment management services to individuals, families, and businesses.

Firm Information

Mark Schweizer 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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Mark Schweizer’s Registration & Firm History

CO

01/03/2020 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

MO

07/17/2001 - 08/20/2015

UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)

NJ

08/12/1999 - 06/25/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 08/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Anthony Schweizer.
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