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CG

Christine Gehring

SCHWAB WEALTH ADVISORY
San Francisco, CA 94105
CRD#: 2156268
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CG
Christine GehringSCHWAB WEALTH ADVISORY

Professional summary

Christine Gehring, CFP®, CIMA®, CPWA®, who also goes by Christine Marquez Gehring, A Christine Marquez, Angela Christine Marquez, Christine Marquez, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in San Francisco, California and CHARLES SCHWAB & CO., INC. located in San Francisco, California.

Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Christine has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 2, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christine Marquez Gehring | A Christine Marquez | Angela Christine Marquez | Christine Marquez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Gehring's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

CIMA®

Certified Investment Management Analyst

CPWA®

Certified Private Wealth Advisor

Start date: 2008-05-07

Expire date: 2023-08-31

Experience

Current

January 15, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 425 Market Street Suite 970, San Francisco, CA 94105
RIA
CRD#: 159035
San Francisco, CA
Current

January 15, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 425 Market Street Floor 17, San Francisco, CA 94105
RIA
BD
CRD#: 5393
San Francisco, CA
Past

February 13, 2023 - January 14, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
San Francisco, CA
Past

February 13, 2023 - January 14, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

July 8, 2022 - January 14, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN FRANCISCO, CA
Past

July 8, 2022 - January 14, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 9, 2020 - June 29, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SAN FRANCISCO, CA
Past

July 2, 2020 - June 22, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN FRANCISCO, CA
Past

March 2, 2004 - May 27, 2020

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
SAN FRANCISCO, CA
Past

August 15, 2003 - May 27, 2020

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SAN FRANCISCO, CA
Past

September 10, 1998 - January 24, 2003

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

October 4, 1996 - September 2, 1998

NICHOLAS-APPLEGATE SECURITIES LLC

BD
CRD#: 31205
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(1/15/2026)
RR
Arizona
(1/15/2026)
RR
California
(1/15/2026)
IAR
California
(1/15/2026)
RR
Colorado
(1/15/2026)
RR
Hawaii
(1/15/2026)
RR
Idaho
(1/15/2026)
RR
Montana
(1/15/2026)
RR
Nevada
(1/15/2026)
RR
New Mexico
(1/15/2026)
RR
New York
(1/15/2026)
RR
Oregon
(1/15/2026)
RR
Texas
(1/15/2026)
RR
Utah
(1/15/2026)
RR
Washington
(1/15/2026)
RR
Wyoming
(1/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/17/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 10/26/1994
Non-Member General Securities Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/12/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/12/2024
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035San Francisco, CA 94105

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