Edward Joseph Nescio

CRD 5257053 · Charles Schwab & Co., Inc. · Wayne, PA

IA RegisteredBroker

Also appears in the source record as: Edward J Nescio; Edward Joseph Nescio Jr.; Ed Nescio; Edward Nescio

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 24Series 66
Registered states (10): Arizona · California · Colorado · Delaware · Florida · Massachusetts · New Jersey · New York · Pennsylvania · Texas
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 (11)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Wayne, PA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Wayne, PA · BC capacity

start not retrieved → present
Morgan Stanley
West Conshohocken, PA · IA capacity

Sep 5, 2023 → Jan 19, 2024
Morgan Stanley
West Conshohocken, PA · BC capacity

Jan 11, 2023 → Jan 19, 2024
E*trade Capital Management, LLC
West Conshohocken, PA · IA capacity

Apr 25, 2019 → Sep 5, 2023
E*trade Securities LLC
West Conshohocken, PA · BC capacity

Apr 25, 2019 → Sep 5, 2023
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Apr 15, 2019
Fidelity Brokerage Services LLC
King Of Prussia, PA · BC capacity

Dec 12, 2011 → Apr 9, 2019
Strategic Advisers LLC
King Of Prussia, PA · IA capacity

Jun 19, 2013 → Jul 13, 2018
Lockwood Advisors Inc
King Of Prussia, PA · IA capacity

Oct 30, 2007 → Nov 30, 2011
Pershing LLC
King Of Prussia, PA · BC capacity

Sep 7, 2007 → Nov 30, 2011

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5257053 ↗ FINRA BrokerCheck record for CRD 5257053 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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