Adviser and broker representative · Schwab Wealth Advisory, Inc.
Joseph P. Biscardi
CRD 6397362 · Jersey City, NJ
At a glance
Joseph P. Biscardi is an investment adviser representative with Schwab Wealth Advisory, Inc. in Jersey City, NJ, according to the SEC’s Investment Adviser Public Disclosure records. Joseph is also registered as a broker representative.
Current advisory firm
- Schwab Wealth Advisory, Inc.Since December 2025Jersey City, NJ · $0M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Schwab Wealth Advisory, Inc.
- David AbramsonJersey City
- Natani DratiJersey City · Certified Financial Planner
- Cynthia HowellsJersey City · Certified Financial Planner, Chartered Financial Analyst
- Simon J. KuntharaJersey City
- Javier E. LopezJersey City · Certified Financial Planner
- Jose A. MartinezJersey City
- Philip A. MastelloneJersey City
- Reginald J. ParksJersey City
Every advisor at Schwab Wealth Advisory, Inc. →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news, moves and payouts →Financial advisors in Jersey City, NJ →Every Schwab Wealth Advisory, Inc. advisor in Jersey City →Advisor Moves: who changed firms this week →