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Zak Su Irizarry

Schwab Wealth Advisory, Inc.

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About Zak Su Irizarry

Zak Irizarry is a financial advisor at Schwab Wealth Advisory, Inc., and has over 6 years of experience in the industry. Zak holds the Series 7, Series 63, Series 65 and SIE licenses. Zak is registered to provide investment advisory services in the states of Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Kentucky, Maine, Maryland, Michigan, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wisconsin. Zak provides financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Zak Irizarry 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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Zak Irizarry’s Registration & Firm History

CA

11/09/2023 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

NJ

08/04/2016 - 05/04/2017

AXA ADVISORS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

IA

Issued 03/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2016

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 Zak Su Irizarry.
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