Nicholas David Wolanski

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 07/2022
  Tristate Financial Advisors
  Philadelphia, PA
• 08/2016 → 05/2020
  The Pennsylvania State University
  State College, PA
• 02/2021 → 08/2022
  Trinity Wealth Securities L.L.C
  Philadelphia, PA
• 08/2022 → 05/2023
  Citizens Securities, Inc.
  Fort Washington, PA
• 06/2023 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conshohocken, PA
• 05/2018 → 08/2018
  Jcrew
  Paramus, NJ
• 12/2017 → 01/2018
  Valet King
  Paramus, NJ
• 06/2017 → 08/2017
  Borough Of Bergenfield
  Bergenfield, NJ
• 02/2018 → 04/2018
  Express
  State College, PA
• 01/2017 → 04/2017
  Penn State University
  State College, PA
• 08/2023 → 01/2025
  Bank Of America N.A.
  Conshohocken, PA
• 01/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2023-07-07 → 2025-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
  Wayne, PA
• 2022-09-08 → 2023-06-14
  Citizens Securities, Inc.
  Conshohocken, PA
  West Palm Beach, FL
• 2020-08-14 → 2022-08-12
  Florida Financial Advisors, Llc
  Philadelphia, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-03
• S65 Uniform Investment Adviser Law Examination
  2020-08-03

Other Names

• Nicholas David Wolanski
• Nicholas D Wolanski
• Nicholas Wolanski