Edward Pietro Nicolai
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2022 to now
- Charles Schwab & Co, IncNov 2022 to now
- Modern RefinedMar 2020 to Nov 2022
- J.P. Morgan Securities LLCAug 2019 to Nov 2022
- JPMorgan Chase Bank, N.A.Apr 2018 to Nov 2022
- JPMorgan Securities LLCApr 2017 to Apr 2018
- Bancwest Investment ServicesNov 2015 to Apr 2017
- Bank of the WestNov 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6127754
- Firm CRD
- 159035