Joshua A Wencil

CRD 5150573 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Joshua Arthur Wencil; Joshua Wencil

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 63Series 65
Registered states (10): Illinois · Indiana · Iowa · Kansas · Minnesota · Missouri · Nebraska · Ohio · Pennsylvania · Wisconsin
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (14)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Cranberry Township, PA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Cranberry Township, PA · IA capacity

start not retrieved → present
Strategic Advisers LLC
Cranberry Township, PA · IA capacity

Mar 31, 2025 → Oct 15, 2025
Fidelity Brokerage Services LLC
Cranberry Township, PA · BC capacity

May 23, 2017 → Oct 15, 2025
Fidelity Personal And Workplace Advisors
Cranberry Township, PA · IA capacity

Jul 13, 2018 → Mar 31, 2025
Pnc Investments
Cranberry, PA · IA capacity

Dec 12, 2013 → May 8, 2017
Pnc Investments
Cranberry, PA · BC capacity

Dec 11, 2013 → May 8, 2017
Parentebeard Wealth Management LLC
York, PA · IA capacity

Mar 2, 2010 → Sep 3, 2010
Bmc Financial Advisors
York, PA · IA capacity

Oct 21, 2009 → Mar 2, 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lancaster, PA · IA capacity

Feb 8, 2008 → Sep 23, 2008
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lancaster, PA · BC capacity

Jan 31, 2008 → Sep 23, 2008
Edward Jones
Elizabethtown, PA · BC capacity

Jul 25, 2006 → Jan 16, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5150573 ↗ FINRA BrokerCheck record for CRD 5150573 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.