Nicole Cope

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

• 11/2013 → 08/2020
  Td Ameritrade, Inc
  Jersey City, NJ
• 08/2020 → 09/2024
  Ally Invest Securities Llc
  Charlotte, NC
• 08/2020 → 09/2024
  Ally Invest Advisors
  Charlotte, NC
• 09/2024 → Present
  Charles Schwab & Co., Inc.
  Rock Hill, SC
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Rock Hill, SC

Previous Registrations

• 2021-10-26 → 2024-09-30
  Ally Invest Advisors
  Williamsburg, VA
  Charlotte, NC
• 2014-02-10 → 2020-08-25
  Td Ameritrade, Inc.
  Jersey City, NJ
  Norfolk, VA
  Fort Worth, TX
  Westlake, TX
  Jersey City, NJ
  Glen Allen, VA
  Williamsburg, VA
  Westlake, TX
• 2014-02-07 → 2020-08-25
  Td Ameritrade Investment Management, Llc
  Jersey City, NJ
  Norfolk, VA
  Glen Allen, VA
  Williamsburg, VA
• 2012-09-21 → 2013-03-27
  Ameriprise Financial Services, Llc
  Norfolk, VA
  Minneapolis, MN
• 2010-11-16 → 2012-01-03
  Russell Investments
  Norfolk, VA

Exams

• S66 Uniform Combined State Law Examination
  2010-11-15
• S63 Uniform Securities Agent State Law Examination
  2004-03-04

Other Names

• Nicole Marie Gravish
• Nicole M Gravish
• Nicole Marie Cope