Cory D. Wade
SCHWAB WEALTH ADVISORY | Financial Consultant, Branches
Atlanta, GA 30326
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CRD#: 5951902
Professional summary
Cory David Wade, CFP®, who also goes by Cory David Wade, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Atlanta, Georgia and CHARLES SCHWAB & CO., INC. located in Atlanta, Georgia.
Cory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Cory has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As a Certified Financial Planner™ practitioner, and Financial Consultant with Fidelity Investments, I partner with individuals and families to co-create comprehensive financial plan(s) to grow and protect their wealth. I will work to help ensure that you and your family are prepared your financial & retirement goals by understating what's important to you and providing a strategic approach to work towards your goals.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Cory David Wade
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Wade Properties and Management | Investment Related:No||Real Estate (Non-Agent/Broker)|Airbn Rental Owner|2025-01-04|Less than 20|0|I own a short term rental property through Airbnb
CRS (Client Relationship Summary) - RIA
Click below to view Cory David Wade's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Education
Indiana University
Master of Economics - Economics
2016
Georgia State University
Bachelor of Economics - Economics
2013
Experience
Current
June 27, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326RIA
CRD#: 159035
Atlanta, GA
Current
June 27, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326RIA
BD
CRD#: 5393
Atlanta, GA
Past
March 31, 2025 - June 11, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CLARKSTON, GA
Past
May 7, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
April 24, 2020 - June 11, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
ATLANTA, GA
Past
April 16, 2015 - April 21, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
ALPHARETTA, GA
Past
April 16, 2015 - April 21, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
ALPHARETTA, GA
Past
April 16, 2015 - April 21, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
ALPHARETTA, GA
Past
November 5, 2014 - April 17, 2015
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
INDIANAPOLIS, IN
Past
September 16, 2013 - April 17, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
INDIANAPOLIS, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/3/2025)
RR
Alaska(7/3/2025)
RR
Arizona(7/3/2025)
RR
Arkansas(7/3/2025)
RR
California(7/3/2025)
RR
Colorado(7/3/2025)
RR
Connecticut(7/3/2025)
RR
Delaware(7/3/2025)
RR
District of Columbia(7/3/2025)
RR
Florida(7/3/2025)
RR
Georgia(6/27/2025)
IAR
Georgia(6/30/2025)
RR
Hawaii(7/3/2025)
RR
Idaho(7/3/2025)
RR
Illinois(7/3/2025)
RR
Indiana(7/3/2025)
RR
Iowa(7/3/2025)
RR
Kansas(7/3/2025)
RR
Kentucky(7/3/2025)
RR
Louisiana(7/3/2025)
RR
Maine(7/3/2025)
RR
Maryland(7/3/2025)
RR
Massachusetts(7/3/2025)
RR
Michigan(7/3/2025)
RR
Minnesota(7/3/2025)
RR
Mississippi(7/3/2025)
RR
Missouri(7/3/2025)
RR
Montana(7/3/2025)
RR
Nebraska(7/3/2025)
RR
Nevada(7/3/2025)
RR
New Hampshire(7/3/2025)
RR
New Jersey(7/3/2025)
RR
New Mexico(7/3/2025)
RR
New York(7/3/2025)
RR
North Carolina(7/3/2025)
RR
North Dakota(7/3/2025)
RR
Ohio(7/7/2025)
RR
Oklahoma(7/3/2025)
RR
Oregon(7/3/2025)
RR
Pennsylvania(7/3/2025)
RR
Puerto Rico(7/3/2025)
RR
Rhode Island(7/3/2025)
RR
South Carolina(7/3/2025)
RR
South Dakota(7/3/2025)
RR
Tennessee(7/3/2025)
RR
Texas(6/27/2025)
IAR
Texas(6/27/2025)
RR
Utah(7/3/2025)
RR
Vermont(7/3/2025)
RR
Virgin Islands(7/3/2025)
RR
Virginia(7/3/2025)
RR
Washington(7/3/2025)
RR
West Virginia(7/3/2025)
RR
Wisconsin(7/3/2025)
RR
Wyoming(7/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SCHWAB WEALTH ADVISORY, INC.
Financial Consultant, BranchesCRD#: 159035Atlanta, GA 30326TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
