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The Schwab Group
at Morgan Stanley Smith Barney
Financial Advisors
1850 K Street Northwest
Suite 900
Washington, DC 20006
tel: 202-862-2896
toll free: 800-424-3209
fax: 202-857-5460
Email Us
Group Details
Theodore Schwab
Senior Vice President - Wealth Management
Financial Planning Specialist
tel: 202-862-2896
toll free: 800-424-3209
fax: 202-857-5460
theodore.a.schwab@smithbarney.com
Professional Details
  • 1990 - present: Morgan Stanley Smith Barney*
    Senior Vice President
    Financial Planning Specialist
    Washington, DC
  • 1986 - 1990: Drexel Burnham Lambert
    Associate Vice President
    Washington, DC
  • Bachelor of Arts, 1985
    University of Pittsburgh
    Pittsburgh, PA
  • Series 7, 63 & 65 Licensed
  • Life & Health Insurance Licensed
  • Association of Investment
    Management and Research
    Charlottesville, VA
  • Capital Partners for Education
    Washington, DC
  • Northern Virginia Technology
    Council Investment Banking
    Committee
    Herndon, VA
  • Private Investors Network
    Vienna, VA
  • Washington Society of
    Investment Analysts
    Washington, DC
  • Magna Cum Laude
  • Phi Beta Kappa
Theodore Schwab is licensed in the following state(s): CA, CO, CT, DC, FL, GA, IL, IN, MD, MI, MN, NC, NH, NJ, NY, OH, OK, OR, PA, TX, VA
Stephanie K. Chak
Registered Associate-Wealth Management
Financial Planning Associate
tel: 202-862-2859
fax: 202-747-9172
stephanie.k.chak@smithbarney.com
Professional Details
  • Series 7 & 66 Licensed
  • Bachelor of Science, Business Administration American University in Washington, DC
  • Financial Planning Associate Designation
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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