Corey Garnier

CRD 6493188 · Charles Schwab & Co., Inc. · Radnor, PA

IA RegisteredBroker

Also appears in the source record as: Corey Smith Garnier; Corey Garnier

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (13): Connecticut · Delaware · Florida · Georgia · Maryland · Michigan · Missouri · New Jersey · New York · Ohio · Pennsylvania · South Carolina · Texas
Years in the industry (source record): 10
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 (10)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Radnor, PA · BC capacity

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

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

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

Mar 31, 2025 → Sep 11, 2025
Fidelity Brokerage Services LLC
Exton, PA · BC capacity

Sep 28, 2022 → Sep 11, 2025
Fidelity Personal And Workplace Advisors
King Of Prussia, PA · IA capacity

Oct 12, 2022 → Mar 31, 2025
Vanguard Advisers, Inc.
Malvern, PA · IA capacity

Apr 8, 2020 → Sep 7, 2022
Vanguard Marketing Corporation
Malvern, PA · BC capacity

Feb 24, 2017 → Sep 7, 2022
Msi Financial Services, Inc.
Newtown Square, PA · IA capacity

Nov 5, 2015 → Dec 20, 2016
Msi Financial Services, Inc.
Newtown Square, PA · BC capacity

Aug 28, 2015 → Dec 20, 2016

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6493188 ↗ FINRA BrokerCheck record for CRD 6493188 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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