George B. Holecsko

SCHWAB WEALTH ADVISORY

Lano O Lakes, FL

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CRD#: 4354631

Professional summary

George Bela Holecsko, CFP®, ChFC®, CLU®, who also goes by George Bela Holecslo, George B Holecsko, George Holecsko, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Lano O Lakes, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. George has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Bela Holecslo | George B Holecsko | George Holecsko

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 George Bela Holecsko'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

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 17, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Lano O Lakes, FL

Current

May 23, 2020 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 1991 Summit Park Drive, Orlando, FL 32810

RIA

CRD#: 5393

Orlando, FL

Past

May 28, 2020 - May 1, 2026

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Temple Terrace, FL

Past

January 8, 2018 - May 24, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

January 3, 2011 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

December 13, 2010 - May 24, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

February 21, 2008 - July 29, 2009

QA3 FINANCIAL CORP.

CRD#: 14754

ST PETERSBURG, FL

Past

April 18, 2001 - November 14, 2002

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

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.

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

Alabama
(5/23/2020)

Arizona
(5/23/2020)

California
(5/23/2020)

Colorado
(5/23/2020)

Connecticut
(5/23/2020)

Delaware
(5/23/2020)

District of Columbia
(5/23/2020)

Florida
(5/23/2020)

IAR

Florida
(4/21/2026)

Georgia
(5/23/2020)

Idaho
(5/23/2020)

Illinois
(5/23/2020)

Indiana
(5/23/2020)

Iowa
(5/23/2020)

Kansas
(5/23/2020)

Kentucky
(5/23/2020)

Louisiana
(5/23/2020)

Maine
(5/23/2020)

Maryland
(5/23/2020)

Massachusetts
(5/23/2020)

Michigan
(5/23/2020)

Minnesota
(5/23/2020)

Mississippi
(5/23/2020)

Missouri
(5/23/2020)

New Hampshire
(5/23/2020)

New Jersey
(5/23/2020)

New York
(5/23/2020)

North Carolina
(5/23/2020)

Ohio
(5/23/2020)

Pennsylvania
(5/23/2020)

Puerto Rico
(4/10/2026)

Rhode Island
(5/23/2020)

South Carolina
(5/23/2020)

South Dakota
(5/23/2020)

Tennessee
(5/23/2020)

Texas
(5/23/2020)

IAR

Texas
(4/17/2026)

Utah
(5/23/2020)

Virgin Islands
(4/10/2026)

Virginia
(5/23/2020)

Washington
(5/23/2020)

Wisconsin
(5/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/14/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/21/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/17/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/3/2016

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

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.

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Advisor Monitoring

Firm Stability Insights

George B. Holecsko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Bela Holecsko's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

QA3 FINANCIAL CORP.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/2010

Series 65

Date: 9/21/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/20/2008

Series 6

Date: 4/17/2001

Series 24

Date: 9/3/2016

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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