Joshua A Wencil

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

• 12/2013 → 05/2017
  Pnc Bank
  Cranberry Twp, PA
• 12/2013 → 05/2017
  Pnc Investments
  Cranberry Twp, PA
• 05/2017 → 10/2025
  Fidelity Brokerage Services, Llc
  Cranberry Township, PA
• 07/2018 → 10/2025
  Fidelity Personal And Workplace Advisors
  Cranberry Township, PA
• 03/2025 → 10/2025
  Fidelity Investments
  Cranberry Twp, PA
• 10/2025 → Present
  Charles Schwab & Co., Inc.
  Cranberry Township, PA
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Cranberry Township, PA

Previous Registrations

• 2025-03-31 → 2025-10-15
  Strategic Advisers Llc
  Cranberry Twp, PA
  Cranberry Township, PA
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Cranberry Township, PA
  Cranberry Township, PA
• 2017-06-21 → 2018-07-13
  Strategic Advisers Llc
  Cranberry Township, PA
• 2013-12-12 → 2017-05-08
  Pnc Wealth Management Llc
  Bridgeville, PA
  Canonsburg, PA
  Cranberry Township, PA
• 2010-12-08 → 2013-06-10
  Pnc Wealth Management Llc
  Cranberry Township, PA
  New Castle, PA
• 2010-03-02 → 2010-09-03
  Parentebeard Wealth Management Llc
  York, PA
• 2009-10-21 → 2010-03-02
  Bmc Financial Advisors
  York, PA
• 2008-02-08 → 2008-09-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lancaster, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-12-19
• S65 Uniform Investment Adviser Law Examination
  2008-02-06

Designations

• Certified Financial Planner

Other Names

• Joshua Wencil
• Joshua Arthur Wencil
• Joshua A Wencil
• Joshua Wencil