William S. Movroydis
Professional summary
William Scott Movroydis, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Austin, Texas and CHARLES SCHWAB & CO., INC. located in Austin, Texas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Scott Movroydis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
October 27, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 11800 Schwab Way, Austin, TX 78758February 8, 2011 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 11800 Schwab Way, Austin, TX 78758August 15, 2016 - October 27, 2025
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/28/2019)
(5/27/2011)
(4/19/2022)
(5/21/2020)
(3/8/2023)
(6/25/2024)
(6/25/2024)
(5/21/2025)
(3/28/2019)
(6/25/2024)
(3/28/2019)
(3/8/2023)
(7/13/2022)
(6/25/2024)
(2/15/2011)
(10/27/2025)
(10/11/2020)
(3/28/2019)
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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