Nicholas Gardner
Investment adviser representative at Schwab Wealth Advisory, Inc.
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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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
9 years in the industry.
- Schwab Wealth Advisory, Inc.May 2025 to now
- Charles Schwab & Co., Inc.May 2025 to now
- Fidelity InvestmentsMar 2025 to May 2025
- Fidelity Brokerage Services, LLCMay 2019 to May 2025
- EnlinxDec 2018 to Dec 2018
- GranogiJun 2018 to Sep 2018
- GmdcMay 2018 to May 2018
- Self-employedSep 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7122397
- Firm CRD
- 159035