Conor Cetola

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

• 05/2026 → Present
  Charles Schwab & Co., Inc.
  Raleigh, NC
• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Raleigh, NC
• 06/2021 → 05/2026
  Fidelity Investments
  Durham, NC
• 08/2017 → 05/2021
  Full Time Education
  Raleigh, NC
• 05/2020 → 08/2020
  Pizza Hut
  Morrisville, NC
• 06/2019 → 07/2019
  Edison Electric Institute
  Washington, DC
• 02/2019 → 03/2019
  Starbucks
  Morrisville, NC
• 05/2018 → 08/2018
  Pizza Hut
  Morrisville, NC
• 08/2015 → 06/2017
  Full Time Education
  Cary, NC
• 03/2025 → 05/2026
  Fidelity Investments
  Durham, NC

Previous Registrations

• 2025-03-31 → 2026-05-16
  Strategic Advisers Llc
  Raleigh, NC
  Durham, NC
  Boston, MA
• 2023-05-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05

Other Names

• Conor Robert Cetola