Blake Lea

Financial advisor at Schwab Wealth Advisory, Inc. · Orlando, FL

Last updated 2026-10-10

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Blake Lea is a financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL, CRD 7869737. Licenses and exams on the registration: Series 63. IAPD registration began 2026-04-30.

Registration

CRD number
7869737
Registration status
Active
IAPD registration
2026-04-30
Industry Experience
0 years
Work Experience
11 years
States registered
FL, TX

Licenses and exams

  • Series 63

Designations

  • CFP®

Work history

  • 2022-06 to 2024-01 · University of Florida · Gainesville, FL
  • 2021-06 to 2022-06 · Southeastern University · Lakeland, FL
  • 2017-08 to 2020-05 · Liberty University · Lynchburg, VA
  • 2018-01 to 2020-05 · Campus Recreation · Lynchburg, VA
  • 2018-01 to 2020-05 · Housing and Residence Life · Lynchburg, VA
  • 2023-01 to 2024-01 · Flower Ave. Inc. · New York, NY
  • 2015-08 to 2017-08 · Unemployed · Tampa, FL
  • 2020-05 to 2021-06 · Unemployed · Tampa, FL
  • 2017-05 to 2017-07 · Kanakuk Kamps · Branson, MO
  • 2024-03 to Present · Charles Schwab & Co., Inc · Austin, TX
  • 2026-04 to Present · Schwab Wealth Advisory, Inc · Austin, TX

Current employment

SEC IAPD record for Blake Lea

Schwab Wealth Advisory, Inc.

Registered advisors
1,684
Offices
232
Clients per advisor
0.0 (Low)

Schwab Wealth Advisory, Inc.: advisors, services and reported ETF investments

About

Blake Lea is a CFP® financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Reported securities licenses include Series 63. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.

Schwab Wealth Advisory, Inc.'s firm-level Form ADV reports 1,684 advisors across 232 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Schwab Wealth Advisory, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

1991 Summit Park Drive, Orlando, FL 32810

193 advisors at this office.

Schwab Wealth Advisory office in Orlando, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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