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CB

Christopher L. Bentley

SCHWAB WEALTH ADVISORY
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 5906066
CB

Professional summary

Christopher Lee Bentley, who also goes by Christopher Lee Bentley, Christopher Bentley, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Bellevue, Washington and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Lee Bentley | Christopher Bentley

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 Christopher Lee Bentley'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

Experience

Current

January 20, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 11900 N.e. 1st Street, Bellevue, WA 98005
RIA
CRD#: 159035
Bellevue, WA
Current

March 12, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215
RIA
BD
CRD#: 5393
Phoenix, AZ
Past

June 12, 2024 - January 2, 2026

BEACON POINTE ADVISORS, LLC

RIA
CRD#: 119290
Redmond, WA
Past

May 19, 2022 - June 6, 2024

JOSLIN CAPITAL ADVISORS LLC

RIA
CRD#: 288285
REDMOND, WA
Past

January 26, 2022 - May 16, 2022

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Bellevue, WA
Past

January 26, 2022 - May 16, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Bellevue, WA
Past

May 31, 2017 - May 16, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
BELLEVUE, WA
Past

May 31, 2017 - May 16, 2022

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
BELLEVUE, WA
Past

May 31, 2017 - May 16, 2022

TD AMERITRADE, INC.

BD
CRD#: 7870
BELLEVUE, WA
Past

March 20, 2012 - April 26, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SEATTLE, WA
Past

March 20, 2012 - April 26, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SEATTLE, WA
Past

September 2, 2011 - February 28, 2012

WADDELL & REED

RIA
CRD#: 866
SAN MATEO, CA
Past

August 10, 2011 - February 28, 2012

WADDELL & REED

BD
CRD#: 866
SAN MATEO, CA
Past

June 3, 2011 - June 20, 2011

WADDELL & REED

BD
CRD#: 866
SAN MATEO, 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

IAR
Washington
(1/20/2026)
RR
Washington
(4/7/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/3/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2011
Uniform Combined 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: 6/2/2011
General Securities Representative 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 159035Bellevue, WA 98005

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