Marc R Srncik

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

• 07/1999 → Present
  Charles Schwab & Co., Inc.
  Fishers, IN
• 08/2021 → 11/2025
  Charles Schwab Bank, Ssb
  Fishers, IN
• 11/2025 → Present
  Schwab Wealth Advisory, Inc.
  Fishers, IN

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2000-12-22

Other Names

• Marc R Srncik
• Marc Richard Srncik
• Marc Srncik