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Brian Mahony Nash

Schwab Wealth Advisory, Inc.

Radnor, PA

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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 12/2019 09/2025
University Of Pittsburgh Pittsburgh PA 08/2015 04/2019
Wells Fargo Advisors Lawrenceville NJ 06/2018 08/2018
Mccaffrey's Food Markets Newtown PA 06/2017 08/2017
Unemployed Yardley PA 05/2019 11/2019
Charles Schwab & Co., Inc. Radnor PA 09/2025 Present
Schwab Wealth Advisory, Inc. Radnor PA 09/2025 Present
  • 12/2019 → 09/2025
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2015 → 04/2019
    University Of Pittsburgh
    Pittsburgh, PA
  • 06/2018 → 08/2018
    Wells Fargo Advisors
    Lawrenceville, NJ
  • 06/2017 → 08/2017
    Mccaffrey's Food Markets
    Newtown, PA
  • 05/2019 → 11/2019
    Unemployed
    Yardley, PA
  • 09/2025 → Present
    Charles Schwab & Co., Inc.
    Radnor, PA
  • 09/2025 → Present
    Schwab Wealth Advisory, Inc.
    Radnor, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-02-10
  • S63 Uniform Securities Agent State Law Examination
    2020-02-10
Designations
Other Names
  • Brian Nash

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

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