Shanna Therese Grech is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-10-29 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2020-05-26 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2020-05-24 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-12-16 | 2018-01-08 | — |