Chadwick Scott Proctor
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chadwick Scott Proctor is an investment adviser representative with Schwab Wealth Advisory, Inc. in Seattle, WA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northern TrustJul 2015 – Apr 2019Seattle, WA
- Bank of America Private BankApr 2019 – Dec 2019Seattle, WA
- BNYDec 2019 – Apr 2026Seattle, WA
- Charles Schwab & Co., Inc.Apr 2026 – no end date reportedBellevue, WA
- Schwab Wealth Advisory, Inc.Apr 2026 – no end date reportedBellevue, WA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Seattle, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chadwick Scott Proctor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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