Kamryn Person

SCHWAB WEALTH ADVISORY

Boston, MA 02110

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CRD#: 8027529

Professional summary

Kamryn Person is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Boston, Massachusetts and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Kamryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Kamryn has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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) KAMRYN | Investment Related:No||Performing/Fine Arts|Musician|2007-01-01|Less than 20|0|Professional musician contracted with multiple venues for live performance including Off The Rails, Loretta's Last Call etc., 2) Notary | Investment Related:No||Other|Notary Public|2019-08-26|Less than 20|0|Notary Public commission is active until August 26, 2026 at which time this will be inactive moving forward.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamryn Person'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

August 11, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: One International Place, Boston, MA 02110

RIA

CRD#: 159035

Boston, MA

Current

July 23, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600

RIA

CRD#: 5393

Boston, MA

Past

September 8, 2025 - July 9, 2026

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

FOXBORO, MA

Past

May 30, 2025 - July 9, 2026

CITIZENS SECURITIES, INC.

CRD#: 39550

FOXBORO, MA

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".

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.

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

Massachusetts
(7/23/2026)

IAR

Massachusetts
(8/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/30/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/17/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

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

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)

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.

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Kamryn Person

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamryn Person's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2025

Series 7TO

Date: 5/30/2025

SIE

Date: 3/17/2025

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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