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Shawn George

Schwab Wealth Advisory, Inc.

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About Shawn George

Shawn George is a financial advisor who has been in the industry since 2021. Shawn is currently registered with Schwab Wealth Advisory, Inc., and has been in this role since July 2024. Prior to this, Shawn was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Shawn is registered as a Registered Representative and Investment Advisor Representative. They hold several licenses and registrations including Series 7, Series 66, and Series 10.

Firm Information

Shawn George 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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Shawn George’s Registration & Firm History

CA

07/10/2024 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

TX

09/29/2022 - 03/13/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HURST TX)

TX

10/18/2021 - 08/22/2022

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 02/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shawn George.
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