Aria Hattiangadi

SCHWAB WEALTH ADVISORY | Financial Consultant

Atlanta, GA 30326

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CRD#: 5442154

Professional summary

Aria Hattiangadi, who also goes by Aria Graz, Aria A Hattiangadi, Aria Hattiangadi, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Atlanta, Georgia and CHARLES SCHWAB & CO., INC. located in Atlanta, Georgia.

Aria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Aria has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Biography

I partner with my clients to understand their unique circumstances and goals. Together, we co-create personalized financial plans and investment strategies to support your wealth and legacy goals so that you can focus on the areas of life that are most meaningful to you. I bring over 15 years of experience working with corporate and business clients to you and your family. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aria Graz | Aria A Hattiangadi | Aria Hattiangadi

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 Aria Hattiangadi'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®

None

Education

New York Univeristy Stern School of Business

Master of Business Administration (MBA) - Financial Instruments & Markets, Corporate Finance

2007

University of Virginia

B.S. Architecture - Architecture, Political & Social Thought

1996

Experience

Current

November 20, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326

RIA

CRD#: 159035

Atlanta, GA

Current

November 19, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326

RIA

CRD#: 5393

Atlanta, GA

Past

March 31, 2025 - November 7, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SANDY SPRINGS, GA

Past

February 10, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ATLANTA, GA

Past

January 7, 2021 - November 7, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ATLANTA, GA

Past

January 30, 2008 - September 30, 2013

GORDIAN GROUP, LLC

CRD#: 24034

NEW YORK, NY

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
(1/8/2026)

Alaska
(1/8/2026)

Arizona
(1/8/2026)

Arkansas
(1/8/2026)

California
(1/8/2026)

Colorado
(1/8/2026)

Connecticut
(1/8/2026)

Delaware
(1/8/2026)

District of Columbia
(1/8/2026)

Florida
(1/8/2026)

Georgia
(11/19/2025)

IAR

Georgia
(11/20/2025)

Hawaii
(1/8/2026)

Idaho
(1/8/2026)

Illinois
(1/8/2026)

Indiana
(1/8/2026)

Iowa
(1/8/2026)

Kansas
(1/8/2026)

Kentucky
(1/8/2026)

Louisiana
(1/8/2026)

Maine
(1/8/2026)

Maryland
(1/8/2026)

Massachusetts
(1/8/2026)

Michigan
(1/8/2026)

Minnesota
(1/8/2026)

Mississippi
(1/8/2026)

Missouri
(1/8/2026)

Montana
(1/8/2026)

Nebraska
(1/8/2026)

Nevada
(1/8/2026)

New Hampshire
(1/8/2026)

New Jersey
(1/8/2026)

New Mexico
(1/8/2026)

New York
(1/8/2026)

North Carolina
(1/8/2026)

North Dakota
(1/8/2026)

Ohio
(1/8/2026)

Oklahoma
(1/8/2026)

Oregon
(1/8/2026)

Pennsylvania
(1/8/2026)

Puerto Rico
(1/8/2026)

Rhode Island
(1/8/2026)

South Carolina
(1/8/2026)

South Dakota
(1/8/2026)

Tennessee
(1/8/2026)

Texas
(1/8/2026)

IAR

Texas
(1/8/2026)

Utah
(1/8/2026)

Vermont
(1/8/2026)

Virgin Islands
(1/8/2026)

Virginia
(1/8/2026)

Washington
(1/8/2026)

West Virginia
(1/8/2026)

Wisconsin
(1/8/2026)

Wyoming
(1/8/2026)

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

IAR

Series 66

Date: 2/4/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/19/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/7/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/27/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/2008

General Securities Representative 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.

Contact information

xxxxx@xxxx.xxx

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Aria Hattiangadi

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aria Hattiangadi's CRS (Customer Relationship Summary).

Certified licenses

Education

New York Univeristy Stern School of Business

University of Virginia

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

GORDIAN GROUP, LLC

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2021

Series 63

Date: 2/19/2008

Series 7TO

Date: 1/7/2021

SIE

Date: 11/27/2020

Series 7

Date: 1/29/2008

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

Contact information

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