Nicholas Paul Pfledderer
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 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
13 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab Co., Inc.Jul 2023 to now
- UnemployedJun 2023 to Jun 2023
- Full-time EducationAug 2022 to May 2023
- Adorant GroupJun 2022 to May 2023
- Adi SolutionsMay 2022 to May 2022
- Full-time EducationJan 2022 to Apr 2022
- Full-time EducationAug 2021 to Dec 2021
- Adorant GroupMay 2021 to Aug 2021
- Full-time EducationAug 2020 to May 2021
- Archon TechMay 2020 to Aug 2020
- Full-time EducationAug 2019 to May 2020
- Sahm's PlaceJun 2019 to Aug 2019
- Full-time EducationJun 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7737650
- Firm CRD
- 159035