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Lidija Gjorgjievska

Lidija Gjorgjievska

SCHWAB WEALTH ADVISORY
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6235875
Lidija Gjorgjievska

Professional summary

Lidija Gjorgjievska, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Chicago, Illinois and CHARLES SCHWAB & CO., INC. located in Chicago, Illinois.

Lidija is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Lidija has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
1) Lidija Gjorgjievska Virtual Yoga Sculpt class | Investment Related:No|Elmhurst, IL|Elmhurst|IL|60126|USA|Performing/Fine Arts|Instructor|3/8/2021|Less than 20|0|Teach live 60 min or less of a virtual yoga sculpt or strength training class by using zoom.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lidija Gjorgjievska'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

Start date: 2018

Experience

Current

March 16, 2021 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 150 S Wacker Dr., Chicago, IL 60606
RIA
CRD#: 159035
Chicago, IL
Current

March 2, 2018 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 150 S. Wacker Drive, Chicago, IL 60606-4111
RIA
BD
CRD#: 5393
Chicago, IL
Past

March 2, 2018 - March 16, 2021

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Schaumburg, IL
Past

August 18, 2014 - January 18, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
OAK BROOK, IL
Past

August 18, 2014 - January 18, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Oak Brook, IL
Past

August 18, 2014 - January 18, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
OAK BROOK, IL
Past

December 9, 2013 - August 4, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
CHICAGO, IL
Past

October 11, 2013 - August 4, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHICAGO, IL

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
Arizona
(6/26/2025)
RR
California
(4/20/2018)
RR
Colorado
(9/24/2024)
RR
Connecticut
(7/24/2024)
RR
District of Columbia
(6/28/2021)
RR
Florida
(4/20/2018)
RR
Georgia
(2/7/2024)
RR
Illinois
(3/2/2018)
IAR
Illinois
(3/16/2021)
RR
Indiana
(4/20/2018)
RR
Iowa
(2/7/2024)
RR
Kansas
(9/12/2023)
RR
Massachusetts
(3/28/2019)
RR
Michigan
(5/28/2020)
RR
Minnesota
(7/29/2021)
RR
Nevada
(8/24/2024)
RR
New Jersey
(3/28/2019)
RR
New Mexico
(4/28/2022)
RR
New York
(4/20/2018)
RR
North Dakota
(2/7/2024)
RR
Ohio
(10/23/2018)
RR
Pennsylvania
(8/31/2021)
RR
Tennessee
(5/28/2020)
RR
Texas
(4/20/2018)
IAR
Texas
(1/4/2022)
RR
Utah
(1/3/2023)
RR
Virginia
(10/5/2023)
RR
Washington
(4/15/2021)
RR
Wisconsin
(4/20/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/7/2013
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: 10/11/2013
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)
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Contact information

Main Address
211 Main Street, San Francisco, CA 94105-1901
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 (9/23/2025)

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#: 159035Chicago, IL 60606

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