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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

Todd Blanchard Stockwell

Advisor at SCHWAB WEALTH ADVISORY, INC.

Boston, MA

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Search this name across graphsid dfx:ria:ce65c29a-4df0-04bd-3741-f346e70f8024

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: May 3, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 10, 1994
First registration: May 3, 1999
Dual registered: yes, broker-dealer
Other names: Todd Stockwell
IAPD individual key: 2443510

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 26, 2023	n/a	yes	Boston, MA	Current employment
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Mar 1, 2023	Apr 14, 2023	no	SAN RAFAEL, CA\|Newton, MA	Previous registration
RWA WEALTH PARTNERS	Independent wealth	Feb 16, 2022	Apr 14, 2023	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 10, 2022	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Apr 27, 2005	Jul 7, 2006	no	MERRIMACK, NH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 3, 1999	Jul 13, 2018	no	BOSTON, MA\|CAMBRIDGE, MA\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RWA WEALTH PARTNERS	POLARIS WEALTH ADVISORY GROUP	Apr 14, 2023	Mar 1, 2023	-44	Firm change after gap	RIA to RIA
POLARIS WEALTH ADVISORY GROUP	SCHWAB WEALTH ADVISORY, INC.	Apr 14, 2023	Jun 26, 2023	73	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	RWA WEALTH PARTNERS	Jan 10, 2022	Feb 16, 2022	37	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Jul 13, 2018	Apr 27, 2005	-4,825	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 7, 2006	Jul 13, 2018	4,389	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:109516:MA:2018-07-13	Jul 13, 2018	Apr 27, 2005	BOSTON, MA	Firm change after gap

Relationships

Registered with (6)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Jun 26, 2023 to presentfactForm ADV
→ RWA WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 16, 2022 to Apr 14, 2023factForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Mar 1, 2023 to Apr 14, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 10, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 3, 1999 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Apr 27, 2005 to Jul 7, 2006factForm ADV

Dated events

Occurred
Apr 14, 2023
Advisor changed firm
Todd Blanchard Stockwell left Polaris Wealth Advisory Group for Schwab Wealth Advisory, Inc. (registered 2023-06-26)
Form ADVobserved 5 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Todd Blanchard Stockwell left Rwa Wealth Partners for Polaris Wealth Advisory Group (registered 2023-03-01)
Form ADVobserved 5 days ago
Occurred
Jan 10, 2022
Advisor changed firm
Todd Blanchard Stockwell left Fidelity Personal And Workplace Advisors for Rwa Wealth Partners (registered 2022-02-16)
Form ADVobserved 5 days ago