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Todd Michael Garrett

Schwab Wealth Advisory, Inc.

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About Todd Michael Garrett

Todd Michael Garrett is a financial advisor who has been in the industry since September 24, 2008. Garrett is currently registered with Schwab Wealth Advisory, Inc., in Arizona and Texas. Garrett's previous employers include Fidelity Brokerage Services LLC, and Vanguard Marketing Corporation. Garrett holds the Series 7, Series 63, and Series 65 securities licenses as well as the SIE exam. Garrett is a Certified Financial Planner. Garrett's areas of specialization include Asset Allocation, Retirement Planning, and College Savings.

Firm Information

Todd Garrett 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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Todd Garrett’s Registration & Firm History

AZ

01/10/2021 - Present

Schwab Wealth Advisory, Inc. (PHOENIX AZ)

AZ

01/16/2015 - 03/25/2016

FIDELITY BROKERAGE SERVICES LLC (GLENDALE AZ)

AZ

09/11/2008 - 01/14/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 02/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2008

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 Todd Michael Garrett.
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