Gregg W Niesyty

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2022 → 12/2023
  Schwab Wealth Advisors
  Lone Tree, CO
• 02/2026 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2023-01-03 → 2023-12-26
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2022-02-23 → 2022-10-14
  Td Ameritrade, Inc.
  Lone Tree, CO
  Omaha, NE
• 2012-01-03 → 2016-07-28
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO

Other Businesses

1) Park Meadows Metropolitan District | Investment Related:No|8527 Lone Tree Parkway|Lone Tree|CO|80124|USA|Government|Board Member|5/19/2025|Less than 20|0|This is a quasi government/private company position. The Park Meadows Metro District is in charge of a roughly $3MM annual budget, funded my a small sales tax levy. These funds are used for community improvements, parks, sidewalks, road repair etc.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-08
• S65 Uniform Investment Adviser Law Examination
  1998-06-29
• S63 Uniform Securities Agent State Law Examination
  1997-09-13

Other Names

• Gregg Weymouth Niesyty
• Gregg Weymouth Weymouth Niesyty
• Gregg Weymouth Niesyty