Mark Joseph Celusniak

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

• 06/2009 → 06/2017
  Morgan Stanley
  Greenwood Village, CO
• 01/2015 → 06/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2017 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2017 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2009-06-01 → 2017-06-13
  Morgan Stanley
  Greenwood Village, CO
• 2009-04-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Englewood, CO
• 2007-05-21 → 2009-04-15
  Ubs Financial Services Inc.
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18

Designations

• Certified Financial Planner

Other Names

• Joseph Mark Celusniak
• Mark Joseph Celusniak
• Mark Joseph Celusniak