Nicholas David Wolanski
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Nicholas David Wolanski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jan 2025 to now
- Charles Schwab Bank, SsbJan 2025 to now
- Bank of America N.A.Aug 2023 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Jan 2025
- Citizens Securities, Inc.Aug 2022 to May 2023
- Trinity Wealth Securities L.L.CFeb 2021 to Aug 2022
- Tristate Financial AdvisorsAug 2020 to Jul 2022
- JcrewMay 2018 to Aug 2018
- ExpressFeb 2018 to Apr 2018
- Valet KingDec 2017 to Jan 2018
- Borough of BergenfieldJun 2017 to Aug 2017
- Penn State UniversityJan 2017 to Apr 2017
- The Pennsylvania State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7286737
- Firm CRD
- 5393