Connor Gianoli

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 → 05/2017
  Full-Time Education
  Brownsburg, IN
• 08/2017 → 05/2021
  Full-Time Education
  Indianapolis, IN
• 08/2021 → 05/2025
  Full-Time Education
  West Lafayette, IN
• 10/2019 → 06/2021
  Jimmy Johns
  Indianapolis, IN
• 05/2022 → 04/2024
  An Exceptional Life Financial
  Indianapolis, IN
• 06/2024 → 08/2024
  Charles Schwab
  Indianapolis, IN
• 05/2025 → 07/2025
  Chipotle Mexican Grill
  Carmel, IN
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Connor Michael Gianoli