Ethan Michael Settle
Financial advisor at Schwab Wealth Advisory, Inc. · Westlake, TX
Last updated 2026-10-10
Claim your profileEthan Michael Settle is a financial advisor at Schwab Wealth Advisory, Inc. in Westlake, TX, CRD 7984501. Licenses and exams on the registration: Series 65. IAPD registration began 2026-09-04.
Registration
- CRD number
- 7984501
- Registration status
- Active
- IAPD registration
- 2026-09-04
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2025-10 to 2026-07 · Box Financial Advisors · Grapevine, TX
- 2025-06 to 2025-09 · Structured Financial · Southlake, TX
- 2024-09 to 2025-04 · Preservation Financial Wealth Management · Roanoke, TX
- 2023-12 to 2024-08 · Wells Fargo · Southlake, TX
- 2023-01 to 2024-03 · Velvet Taco · Grapevine, TX
- 2021-02 to 2022-08 · Biscuit Bar · Coppell, TX
- 2016-01 to 2026-05 · Full Time Education · Denton, TX
- 2026-07 to Present · Charles Schwab & Co., Inc. · Westlake, TX
- 2026-07 to Present · Schwab Wealth Advisory Inc · Westlake, TX
Current employment
- Schwab Wealth Advisory, Inc. · San Francisco, CA
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
Ethan Michael Settle is a financial advisor at Schwab Wealth Advisory, Inc. in Westlake, TX. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 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
3000 Schwab Way, Westlake, TX 76262
182 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 415-667-7000
Official record
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