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Philip David Leiby

Schwab Wealth Advisory, Inc.

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About Philip David Leiby

Philip David Leiby is a financial advisor who is registered to provide investment advice in 55 jurisdictions, including Indiana and Texas. Philip David Leiby has been in the industry since 2016, with previous experience at Charles Schwab & Co., Inc. and currently with Schwab Wealth Advisory Inc. Philip David Leiby is registered with Schwab Wealth Advisory, Inc. and has a Series 7, 9, 10, 63 and 65 licenses. Philip David Leiby specializes in Portfolio Management for Individuals and Businesses and Financial Planning.

Firm Information

Philip Leiby 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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Philip Leiby’s Registration & Firm History

IN

09/23/2021 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

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Licenses & Designations

IA

Issued 09/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/12/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2016

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 Philip David Leiby.
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