AZ
Amalea Zegarzewski
SCHWAB WEALTH ADVISORY
Westlake, TX 76262-8104
Some features on this profile are disabled
CRD#: 6618127
AZ
Professional summary
Amalea Zegarzewski, who also goes by Amalea Slowbe, Amalea Eleni Slowbe, Amalea Slowbe, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Westlake, Texas and CHARLES SCHWAB & CO., INC. located in Westlake, Texas.
Amalea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Amalea has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amalea Slowbe | Amalea Eleni Slowbe | Amalea Slowbe
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. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: AZ WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX PASSTHROUGH ENTITY; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40: BRIEF DESCRIPTION OF DUTIES: OWNER OF LLC - TAX PASSTHROUGH ENTITY;
CRS (Client Relationship Summary) - RIA
Click below to view Amalea Zegarzewski's 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®
NoneExperience
Current
June 27, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262-8104RIA
CRD#: 159035
Westlake, TX
Current
June 27, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262RIA
BD
CRD#: 5393
Westlake, TX
Past
November 6, 2023 - June 16, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Raleigh, NC
Past
November 1, 2023 - June 16, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Raleigh, NC
Past
September 8, 2023 - October 4, 2023
ORION PORTFOLIO SOLUTIONS, LLC
RIA
CRD#: 107975
OMAHA, NE
Past
September 7, 2023 - October 4, 2023
BRINKER CAPITAL SECURITIES, LLC
BD
CRD#: 38123
BERWYN, PA
Past
September 21, 2022 - September 1, 2023
CETERA ADVISORS LLC
RIA
CRD#: 10299
SCOTTSDALE, AZ
Past
September 21, 2022 - September 1, 2023
CETERA ADVISORS LLC
BD
CRD#: 10299
SCOTTSDALE, AZ
Past
August 13, 2020 - October 5, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FORT WORTH, TX
Past
June 17, 2020 - October 3, 2022
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCOTTSDALE, AZ
Past
June 17, 2016 - June 9, 2020
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
AUSTIN, TX
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
Alabama(7/10/2025)
RR
Alaska(7/10/2025)
RR
Arizona(7/10/2025)
RR
Arkansas(7/10/2025)
RR
California(7/10/2025)
RR
Colorado(7/10/2025)
RR
Connecticut(7/10/2025)
RR
Delaware(7/10/2025)
RR
District of Columbia(7/10/2025)
RR
Florida(7/10/2025)
RR
Georgia(7/10/2025)
RR
Hawaii(7/10/2025)
RR
Idaho(7/10/2025)
RR
Illinois(7/10/2025)
RR
Indiana(7/10/2025)
RR
Iowa(7/10/2025)
RR
Kansas(7/10/2025)
RR
Kentucky(7/10/2025)
RR
Louisiana(7/10/2025)
RR
Maine(7/10/2025)
RR
Maryland(7/10/2025)
RR
Massachusetts(7/10/2025)
RR
Michigan(7/10/2025)
RR
Minnesota(7/10/2025)
RR
Mississippi(7/10/2025)
RR
Missouri(7/10/2025)
RR
Montana(7/10/2025)
RR
Nebraska(7/10/2025)
RR
Nevada(7/10/2025)
RR
New Hampshire(7/10/2025)
RR
New Jersey(7/10/2025)
RR
New Mexico(7/10/2025)
RR
New York(7/10/2025)
RR
North Carolina(7/10/2025)
RR
North Dakota(7/10/2025)
RR
Ohio(7/10/2025)
RR
Oklahoma(7/10/2025)
RR
Oregon(7/10/2025)
RR
Pennsylvania(7/10/2025)
RR
Puerto Rico(7/10/2025)
RR
Rhode Island(7/10/2025)
RR
South Carolina(7/10/2025)
RR
South Dakota(7/10/2025)
RR
Tennessee(7/10/2025)
RR
Texas(6/27/2025)
IAR
Texas(6/27/2025)
RR
Utah(7/10/2025)
RR
Vermont(7/10/2025)
RR
Virgin Islands(7/10/2025)
RR
Virginia(7/10/2025)
RR
Washington(7/10/2025)
RR
West Virginia(7/10/2025)
RR
Wisconsin(7/10/2025)
RR
Wyoming(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
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.
