DFX Intelligence
Advisors
Advisors registered through Schwab Wealth Advisory, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
1,659 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Casey Lynne Zeringue dual registrant | Schwab Wealth Advisory, Inc. no RAUM | Parker, Co | Mar 25, 2026 | 13 y | 1 | 1 |
| Hang Zhao dual registrant | Schwab Wealth Advisory, Inc. no RAUM | Orlando, Fl | Jan 2, 2025 | 14 y | 0 | 2 |
| Kevin Thomas Ziegler Certified Financial Planner · dual registrant | Schwab Wealth Advisory, Inc. no RAUM | Lone Tree, Co | Jun 20, 2024 | 10 y | 0 | 1 |
| T•••• M••••••• R••• Z••••• Certified Financial Planner · dual registrant | S••••• W••••• A•••••••• I••• no RAUM | Phoenix, Az | Aug 22, 2016 | 29 y | 2 | 3 |
| A••••••• Z••••• dual registrant | S••••• W••••• A•••••••• I••• no RAUM | Phoenix, Az | Jul 20, 2026 | 10 y | 0 | 1 |
| D•••• Z••••• Certified Financial Planner · dual registrant | S••••• W••••• A•••••••• I••• no RAUM | Boerne, Tx | Dec 16, 2025 | 29 y | 7 | 1 |
| V•••••• E••• Z••• Certified Financial Planner · dual registrant | S••••• W••••• A•••••••• I••• no RAUM | San Diego, Ca | Jul 3, 2026 | 24 y | 4 | 1 |
| A••• A•••••• Z•••••• dual registrant | S••••• W••••• A•••••••• I••• no RAUM | Boston, Ma | Apr 16, 2026 | 21 y | 3 | 1 |
| M••••• Z•••• Certified Financial Planner · dual registrant | S••••• W••••• A•••••••• I••• no RAUM | Tampa, Fl | Dec 3, 2025 | 13 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 34 of 34Previous