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JC

Joseph A. Continelli

SCHWAB WEALTH ADVISORY
Orlando, FL 32810
Some features on this profile are disabled
CRD#: 7010796
JC
Joseph Anthony ContinelliSCHWAB WEALTH ADVISORY

Professional summary

Joseph Anthony Continelli is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Joseph has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Aliases

None

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.) The LifeWealth Group; Yes Investment Related; 270 W Plant St, Ste 270, Windermere, FL 34787; Insurance Sales; POSITION Financial Planner; Start Date: 08/2021; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services. 2.) Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Financial Planner/Non-Registered Person; Start Date 05/2023; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services 3.) LifeWealth Investments, LLC; Yes Investment Related; 270 W Plant St, Winter Garden FL 34787; Financial Planning; Position: Advisor; Start Date: 10/23/2024; Approx, 30 hours a month; Approx. 30 hours during trading; Advisory Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Continelli's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 29, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 1991 Summit Park Drive, Orlando, FL 32810
RIA
CRD#: 159035
Orlando, FL
Current

July 23, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 1991 Summit Park Drive, Orlando, FL 32810
RIA
BD
CRD#: 5393
Orlando, FL
Past

November 7, 2025 - April 8, 2026

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Winter Garden, FL
Past

November 20, 2024 - April 8, 2026

THE LIFE WEALTH GROUP

RIA
CRD#: 332978
WINTER GARDEN, FL
Past

May 30, 2023 - May 1, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Winter Garden, FL

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
(8/5/2026)
RR
California
(8/5/2026)
RR
Florida
(7/23/2026)
IAR
Florida
(7/29/2026)
RR
Georgia
(8/5/2026)
RR
Massachusetts
(8/5/2026)
RR
Mississippi
(8/5/2026)
RR
New York
(8/5/2026)
RR
North Carolina
(8/5/2026)
RR
South Carolina
(8/5/2026)
RR
Tennessee
(8/5/2026)
RR
Texas
(8/5/2026)
RR
Virginia
(8/5/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/13/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/6/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/7/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/30/2025
Securities Industry Essentials Examination
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)
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Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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.

CRD#: 159035Orlando, FL 32810

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