Nolan Kostulias
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Nov 2025 to now
- Charles Schwab Bank, SsbNov 2025 to now
- The Vanguard Group, Inc.Jun 2023 to Oct 2025
- Charles SchwabJun 2022 to Aug 2022
- Atlantic HouseJun 2021 to Aug 2021
- Virginia TechAug 2020 to May 2023
- TD AmeritradeJun 2020 to Aug 2020
- Virginia TechAug 2019 to Jun 2020
- Dugan PrepSep 2018 to Aug 2019
- Vector MarketingJun 2018 to Sep 2018
- Christian Brothers AcademySep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7539294
- Firm CRD
- 5393