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Melissa M Rupe

Schwab Wealth Advisory, Inc.

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About Melissa M Rupe

Melissa Rupe is a financial advisor at Schwab Wealth Advisory, Inc. She has been working in the financial industry since April 16, 2009, and is licensed in 18 states. Melissa has experience with a variety of financial products and services, including investment management, financial planning, and retirement planning. Melissa is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Melissa Rupe 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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Melissa Rupe’s Registration & Firm History

CO

06/29/2021 - Present

Schwab Wealth Advisory, Inc. (LONE TREE CO)

CO

11/22/2013 - 05/23/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

CO

04/01/2009 - 11/05/2013

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 09/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/31/2009

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 Melissa M Rupe.
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