Best Investors Account Sign in

Corey Garnier

Schwab Wealth Advisory, Inc.

Radnor, PA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
PA RA APPROVED 2025-09-23
  • TX RA
    APPROVED
    Since 2025-11-24
  • PA RA
    APPROVED
    Since 2025-09-23

Branch Locations

100 Matsonford Rd Suite 301, Radnor, PA 19087 • 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
The Vanguard Group, Inc. Malvern PA 02/2017 08/2022
Creative Financial Group Newtown Square PA 06/2015 12/2016
Fidelity Investments Villanova PA 09/2022 02/2025
Fidelity Investments Exton PA 03/2025 08/2025
Charles Schwab & Co., Inc. Wayne PA 09/2025 Present
Schwab Wealth Advisory Inc Radnor PA 09/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-15
  • S66 Uniform Combined State Law Examination
    2015-10-15
Designations
Other Names
  • Corey Garnier
  • Corey Smith Garnier

View on SEC IAPD

Other Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC
LINCOLN FINANCIAL INVESTMENTS CORPORATION
WICK CAPITAL PARTNERS, LLC
NORDWAND INVESTMENTS, LLC
V3LIMITED LLC
PRESILIUM PRIVATE WEALTH, LLC

Other Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG
THEODORE WESLEY BROOKS
PATRICK JOSEPH MCGINNIS
Connor Drew Martin
JAMES FRANCIS MARTIN
Lisa Dimter

Other Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA
WICK CAPITAL PARTNERS, LLC · WAYNE, PA
NORDWAND INVESTMENTS, LLC · RADNOR, PA
V3LIMITED LLC · RADNOR, PA
PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA

More in Radnor, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor