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Suzanne Noelle Batchelder

Schwab Wealth Advisory, Inc.

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About Suzanne Noelle Batchelder

Suzanne Batchelder is a financial advisor with Schwab Wealth Advisory, Inc. Suzanne has been in the financial services industry since 2000. Suzanne has a Series 6, 7, 63, and 65 license and is also a Certified Financial Planner. Suzanne has experience with both individuals and businesses, and she is passionate about helping her clients achieve their financial goals. Suzanne has previously been with USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, and American Funds Distributors, Inc.

Firm Information

Suzanne Batchelder 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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Suzanne Batchelder’s Registration & Firm History

AZ

01/06/2023 - Present

Schwab Wealth Advisory, Inc. (PHOENIX AZ)

AZ

11/30/2005 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

TX

10/03/2003 - 11/30/2005

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

CA

09/01/2000 - 03/04/2003

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 01/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/31/2000

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 Suzanne Noelle Batchelder.
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