GC
CFP
GC
CFP

Gabrielle Corduan

3 Years of Experience
Lynnwood, WA
Broker

Gabrielle Corduan is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Lynnwood, WA, with 3 years of industry experience. Gabrielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

Lynnwood, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Schwab Wealth Advisory, INC.
December 2024 - Present · 1 yr 5 mos
Charles Schwab & CO., INC.
November 2022 - Present · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2022 - December 2024 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
June 2022 - November 2022 · 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2022 - November 2022 · 6 mos
State Registrations31 states
AZCACOCTDCFLHIIDILINKYMAMIMNMOMTNCNDNMNVNYORPASDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.