Corey Garnier

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

• 02/2017 → 08/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2015 → 12/2016
  Creative Financial Group
  Newtown Square, PA
• 09/2022 → 02/2025
  Fidelity Investments
  Villanova, PA
• 03/2025 → 08/2025
  Fidelity Investments
  Exton, PA
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Wayne, PA
• 09/2025 → Present
  Schwab Wealth Advisory Inc
  Radnor, PA

Previous Registrations

• 2025-03-31 → 2025-09-11
  Strategic Advisers Llc
  Exton, PA
  Phoenixville, PA
  Boston, MA
• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  King Of Prussia, PA
• 2020-04-08 → 2022-09-07
  Vanguard Advisers, Inc.
  Malvern, PA
• 2015-11-05 → 2016-12-20
  Msi Financial Services, Inc.
  Newtown Square, PA

Exams

• S66 Uniform Combined State Law Examination
  2015-10-15

Designations

• Certified Financial Planner

Other Names

• Corey Garnier
• Corey Smith Garnier