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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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TB

Timothy J. Bickley

SCHWAB WEALTH ADVISORY
Littleton, CO
Some features on this profile are disabled
CRD#: 6198750
TB

Professional summary

Timothy Joseph Bickley, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Littleton, Colorado and CHARLES SCHWAB & CO., INC. located in Littleton, Colorado.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Timothy has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Timothy Joseph Bickley'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

Experience

Current

December 15, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
Littleton, CO
Current

January 3, 2026 - Present

CHARLES SCHWAB & CO., INC.

RIA
BD
CRD#: 5393
Littleton, CO
Current

January 16, 2020 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 100 Matsonford Rd. Suite 301, Radnor, PA 19087
RIA
BD
CRD#: 5393
Radnor, PA
Past

January 9, 2022 - December 15, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

November 16, 2018 - February 8, 2022

CHARLES SCHWAB INVESTMENT ADVISORY, INC

RIA
CRD#: 151739
LONE TREE, CO
Past

April 21, 2015 - November 16, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

August 19, 2013 - November 16, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO

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

RR
Colorado
(1/16/2020)
IAR
Colorado
(12/15/2025)
RR
Idaho
(1/26/2021)
RR
Illinois
(1/26/2021)
RR
Iowa
(1/3/2026)
RR
Kansas
(1/3/2026)
RR
Minnesota
(1/3/2026)
RR
Missouri
(1/3/2026)
RR
Montana
(1/26/2021)
RR
Nebraska
(1/16/2026)
RR
Ohio
(1/3/2026)
RR
Oklahoma
(1/26/2021)
RR
Oregon
(1/16/2026)
RR
Texas
(1/26/2021)
IAR
Texas
(12/16/2025)
IAR
Texas
(1/3/2026)
RR
Utah
(1/26/2021)
RR
Washington
(1/16/2026)
RR
Wisconsin
(1/26/2021)
RR
Wyoming
(1/26/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/21/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/23/2013
Uniform Securities Agent 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: 8/19/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/26/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/15/2016
General Securities Sales Supervisor - Options Module 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
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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#: 159035Littleton, CO

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