Andrew R. Porter
Professional summary
Andrew Raymond Porter, CFP®, who also goes by Andrew R Porter, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Phoenix, Arizona and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Andrew has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Raymond Porter's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 18, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215October 24, 2016 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215January 9, 2024 - March 13, 2026
CHARLES SCHWAB & CO., INC.
March 2, 2022 - January 3, 2024
SCHWAB WEALTH ADVISORY, INC.
December 4, 2018 - March 28, 2023
CHARLES SCHWAB & CO., INC.
October 24, 2016 - December 4, 2018
SCHWAB WEALTH ADVISORY, INC.
February 17, 2015 - September 21, 2016
VANGUARD ADVISERS, INC.
August 9, 2007 - September 21, 2016
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
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Exams
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
