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Timothy John Anthony

Schwab Wealth Advisory, Inc.

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About Timothy John Anthony

Timothy Anthony is a financial advisor in Phoenix, AZ. Timothy has been in the financial services industry since 2013 and currently works for Schwab Wealth Advisory, Inc. Previously, Timothy worked for Morgan Stanley and Merrill Lynch. Timothy offers financial planning and portfolio management services to individuals and businesses. He has a Series 6, 7, and 66 license. Timothy's mission is to help clients achieve their financial goals.

Firm Information

Timothy Anthony 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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Timothy Anthony’s Registration & Firm History

AZ

04/22/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

04/04/2019 - 01/21/2021

MORGAN STANLEY (GILBERT AZ)

AZ

12/07/2017 - 03/14/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

11/18/2013 - 04/30/2014

WELLS FARGO ADVISORS, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 02/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/18/2013

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 Timothy John Anthony.
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