Shane Patrick Manzi

Schwab Wealth Advisory, Inc.

New York City, NY

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Current Employers

Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-31

NY RA
APPROVED

Since 2025-10-31

Branch Locations

915 Broadway Ground Floor, New York City, NY 10010 • 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

Organization	City	State	From	To
Sun & Surf Beach Club	Atlantic Beach	NY	06/2015	08/2018
Bromley Mountain Resort	Peru	VT	08/2018	03/2023
Premium Merchant Funding	New York	NY	05/2020	08/2021
Wolffer Estate Vineyard	Sagaponack	NY	08/2021	11/2022
Charles Schwab & Co., Inc	New York City	NY	03/2023	Present
Charles Schwab Bank, Ssb	Garden City	NY	12/2023	10/2025
Schwab Wealth Advisory, Inc.	New York City	NY	10/2025	Present

06/2015 → 08/2018

Sun & Surf Beach Club

Atlantic Beach, NY
08/2018 → 03/2023

Bromley Mountain Resort

Peru, VT
05/2020 → 08/2021

Premium Merchant Funding

New York, NY
08/2021 → 11/2022

Wolffer Estate Vineyard

Sagaponack, NY
03/2023 → Present

Charles Schwab & Co., Inc

New York City, NY
12/2023 → 10/2025

Charles Schwab Bank, Ssb

Garden City, NY
10/2025 → Present

Schwab Wealth Advisory, Inc.

New York City, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-15

S66 Uniform Combined State Law Examination

2023-08-15

Other Names

Shane Manzi

View on SEC IAPD

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GALLAGHER SECURITIES, INC

GALLAGHER FIDUCIARY ADVISORS, LLC

LUCID MANAGEMENT AND CAPITAL PARTNERS LP

LK FINANCIAL PLANNING LLC

Other Investors

JOSEPH MICHAEL CANTORE

PATRICK FRUZZETTI

Benjamin James Johnston

Ashley Rose Lawwill

KURT WILFRED GRUNSFELD

DANIEL BILEWICH

ERIC STEWART LAIDLOW

Other Offices

HIGHTOWER ADVISORS, LLC · New York City, NY

CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

HIGHTOWER ADVISORS, LLC · New York, NY

CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY

GALLAGHER SECURITIES, INC · NEW YORK, NY

GALLAGHER FIDUCIARY ADVISORS, LLC · New York, NY

CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY

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