Theodore Schwab
Theodore Schwab is a registered investment advisor, based in Washington, DC, with 40 years of industry experience.
Location
801 18th Street NW, Suite 1000, Washington, DC, 20006
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Regulatory History (1)
Customer Dispute
December 1996Other Business ActivitiesSells Insurance
Theodore is an agent for Steward Partners Global Advisory installing insurance products, dedicating a few hours per week. He also provides advisory services to clients through Steward Partners Investment Advisory LLC and is a founder/owner of The Schwab Group, spending minimal time on each. Additionally, Theodore co-founded and is Chairman Emeritus of SPARK THE JOURNEY and co-founded HUNDREDFOLD FOUNDATION, spending minimal time on each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Capital Expansion Group, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.