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Edward Joseph Nescio

Charles Schwab & Co., Inc.

Wayne, PA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-14
  • PA RA
    APPROVED
    Since 2024-02-14

Branch Locations

200 West Lancaster Ave, Wayne, PA 19087-4046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments King Of Prussia PA 11/2011 04/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2019
E*Trade Securities Llc King Of Prussia PA 04/2019 01/2021
E*Trade Capital Management Llc King Of Prussia PA 04/2019 01/2021
E*Trade Securities Llc Berwyn PA 01/2021 01/2024
E*Trade Capital Management Llc Berwyn PA 01/2021 01/2024
Morgan Stanley Berwyn PA 01/2023 01/2024
Morgan Stanley West Conshohocken PA 09/2023 01/2024
Morgan Stanley West Conshohocken PA 09/2023 01/2024
Charles Schwab & Co., Inc. Wayne PA 01/2024 Present
Charles Schwab Bank, Ssb Wayne PA 01/2024 Present
  • 11/2011 → 04/2019
    Fidelity Investments
    King Of Prussia, PA
  • 07/2018 → 04/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2019 → 01/2021
    E*Trade Securities Llc
    King Of Prussia, PA
  • 04/2019 → 01/2021
    E*Trade Capital Management Llc
    King Of Prussia, PA
  • 01/2021 → 01/2024
    E*Trade Securities Llc
    Berwyn, PA
  • 01/2021 → 01/2024
    E*Trade Capital Management Llc
    Berwyn, PA
  • 01/2023 → 01/2024
    Morgan Stanley
    Berwyn, PA
  • 09/2023 → 01/2024
    Morgan Stanley
    West Conshohocken, PA
  • 09/2023 → 01/2024
    Morgan Stanley
    West Conshohocken, PA
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Wayne, PA
Previous Registrations
  • 2023-09-05 → 2024-01-19
    Morgan Stanley
    West Conshohocken, PA
  • 2019-04-25 → 2023-09-05
    Harrisdirect Llc
    King Of Prussia, PA
    Arlington, VA
    Berwyn, PA
    West Conshohocken, PA
  • 2018-07-13 → 2019-04-15
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2013-06-19 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
  • 2007-10-30 → 2011-11-30
    Bny Mellon Advisors, Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-29
  • S66 Uniform Combined State Law Examination
    2007-10-29
Designations
Other Names
  • Edward J Nescio
  • Edward Nescio
  • Edward Joseph Nescio
  • Edward Joseph Nescio
  • Ed Nescio

View on SEC IAPD

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Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA
THE ASCENT GROUP, LLC · WAYNE, PA

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