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Steven James Molinario

Schwab Wealth Advisory, Inc.

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About Steven James Molinario

Steven Molinario is an investment advisor representative with Schwab Wealth Advisory, Inc. in Phoenix, Arizona. Steven joined Schwab Wealth Advisory, Inc. in January of 2022. Prior to that, Steven worked at CETERA ADVISORS LLC in Scottsdale, Arizona and at VANGUARD MARKETING CORPORATION, also in Scottsdale, Arizona. Steven holds a Series 7, Series 63, and Series 65 license, along with the Securities Industry Essentials Examination (SIE). Steven's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning.

Firm Information

Steven Molinario 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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Steven Molinario’s Registration & Firm History

AZ

02/09/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

01/02/2015 - 01/04/2022

CETERA ADVISORS LLC (SCOTTSDALE AZ)

AZ

10/02/2013 - 01/02/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2013

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 Steven James Molinario.
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