# Cory Wade

Cory Wade is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-06-27 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2025-06-11 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-05-07 | 2025-03-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2015-04-16 | 2020-04-21 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2015-04-16 | 2020-04-21 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2014-11-05 | 2015-04-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5951902)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5951902.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.