This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SCHWAB WEALTH ADVISORY, INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jul 31, 2020

First registration

Sep 21, 2020

Dual registered

yes, broker-dealer

Other names

Akiva Y Fialkoff|Akiva Yoel Fialkoff

IAPD individual key

6726107

• Occurred

  May 6, 2025
  Advisor changed firm

  Akiva Fialkoff left J.P. Morgan Securities Llc for Schwab Wealth Advisory, Inc. (registered 2025-05-21)

  Form ADVobserved 6 days ago
• Occurred

  Jan 10, 2022
  Advisor changed firm

  Akiva Fialkoff left Equanimity Financial Partners for J.P. Morgan Securities Llc (registered 2021-11-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:676db9b6-ffa3-e5d0-471e-7d99691cac4b

First observed

Sep 21, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.