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Sarah Vito

Schwab Wealth Advisory, Inc.

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About Sarah Vito

Sarah Vito is a financial advisor with Schwab Wealth Advisory, Inc. Sarah has been in the financial industry since July 2017 and has experience working with both individuals and businesses. Sarah holds Series 7, 63, and 65 licenses. Sarah is registered to provide investment advice in Colorado and Texas, and holds broker-dealer registrations in 51 states. Sarah is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Sarah Vito 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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Sarah Vito’s Registration & Firm History

CO

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

FL

04/07/2020 - 03/17/2021

FIRST COMMAND BROKERAGE SERVICES, INC. (Davie FL)

CO

01/21/2016 - 07/10/2018

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 05/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

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 Sarah Vito.
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