Joseph Paul Biscardi

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

• 07/2015 → 11/2023
  American Century Investment Services, Inc
  Kansas City, MO
• 12/2023 → 04/2025
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 12/2023 → 04/2025
  Allianz Life Financial Services, Llc
  Minneapolis, MN
• 10/2025 → Present
  Charles Schwab & Co., Inc
  Jersey City, NJ
• 05/2025 → 09/2025
  Unemployed
  Garden City, NY
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Jersey City, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-13
• S66 Uniform Combined State Law Examination
  2015-06-25

Other Names

• Joe Biscardi