Joseph Gibalski

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

• 08/2021 → 08/2025
  Fidelity Investments
  Greenwood Village, CO
• 05/2021 → 08/2021
  Unemployed
  Highlands Ranch, CO
• 02/2021 → 04/2021
  Empower Retirement
  Greenwood Village, CO
• 01/2020 → 01/2021
  Unemployed
  Highlands Ranch, CO
• 08/2018 → 12/2019
  Mwd Trading Llc
  Littleton, CO
• 01/2017 → 05/2018
  Geneva Trading Llc
  Chicago, IL
• 10/2014 → 12/2016
  Bilsky Trading Llc
  Burr Ridge, IL
• 03/2025 → 08/2025
  Fidelity Investments
  Boston, MA
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2025 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Previous Registrations

• 2025-03-31 → 2025-07-22
  Strategic Advisers Llc
  Castle Rock, CO
  Greenwood Village, CO
  Boston, MA
• 2022-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04
• S63 Uniform Securities Agent State Law Examination
  2007-08-30

Designations

• Certified Financial Planner

Other Names

• Joseph E Gibalski
• Joseph Gibalski