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Yvonne Marie Dolny

Schwab Wealth Advisory, Inc.

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About Yvonne Marie Dolny

Yvonne Dolny is a financial advisor registered with Schwab Wealth Advisory, Inc. Yvonne has been in the securities industry since 1997. Yvonne is registered to offer securities and investment advisory services in 53 states. Yvonne has a Series 63, Series 66, Series 7, Series 9 and Series 10 securities license. Prior to joining Schwab Wealth Advisory, Inc. Yvonne was employed by Charles Schwab & Co., Inc. and USAA Investment Management Company.

Firm Information

Yvonne Dolny 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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Yvonne Dolny’s Registration & Firm History

AZ

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

TX

01/01/2004 - 03/16/2004

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

09/08/1997 - 01/07/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 04/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/27/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1997

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 Yvonne Marie Dolny.
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