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Joseph Connor Price

Schwab Wealth Advisory, Inc.

Radnor, PA

CRD 6896639

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-13
PA RA APPROVED 2021-05-12
  • TX RA
    APPROVED
    Since 2021-05-13
  • PA RA
    APPROVED
    Since 2021-05-12

Branch Locations

100 Matsonford Rd Suite 301, Radnor, PA 19087 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 01/2018 06/2019
The Vanguard Group, Inc. Malvern PA 06/2019 04/2021
Wawa, Inc. Media PA 12/2015 01/2018
Von Urff & Associates, Pc Exton PA 02/2018 04/2019
Charles Schwab & Co., Inc. Orlando FL 05/2021 Present
Schwab Wealth Advisory Inc Orlando FL 05/2021 Present
  • 01/2018 → 06/2019
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2019 → 04/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 12/2015 → 01/2018
    Wawa, Inc.
    Media, PA
  • 02/2018 → 04/2019
    Von Urff & Associates, Pc
    Exton, PA
  • 05/2021 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2021 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-26
  • S63 Uniform Securities Agent State Law Examination
    2019-07-26
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Joseph C. Price
  • Connor Price

View on SEC IAPD

Nearby Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC

Nearby Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG

Nearby Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA

More in Radnor, PA

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