Timothy R. Schuler
Professional summary
Timothy Richard Schuler, CFP®, who also goes by Tim Schuler, Timothy Schuler, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Westlake, Texas and CHARLES SCHWAB & CO., INC. located in Westlake, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Timothy has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Richard Schuler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
January 26, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262January 26, 2022 - January 29, 2026
CHARLES SCHWAB & CO., INC.
February 27, 2018 - October 14, 2022
TD AMERITRADE, INC.
February 26, 2018 - August 22, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - August 22, 2023
TD AMERITRADE, INC.
February 13, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
October 24, 2003 - February 26, 2018
SCOTTRADE, INC.
February 19, 2003 - August 14, 2003
BANC ONE SECURITIES CORPORATION
September 18, 1991 - October 29, 2002
CHARLES SCHWAB & CO., INC.
March 5, 1991 - September 5, 1991
WADDELL & REED
November 8, 1990 - December 21, 1990
WHITEHOUSE & MOORE INVESTMENTS, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
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Exams
Series 8
Date: 10/31/1995
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
