Brian Mahony Nash
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Mahony Nash is an investment adviser representative with Schwab Wealth Advisory, Inc. in Radnor, PA, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Vanguard Advisers, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
- Broker:
14 states and territories
California, Connecticut, Delaware, Florida, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Dakota, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Dec 2019 – Sep 2025Malvern, PA
- University of PittsburghAug 2015 – Apr 2019Pittsburgh, PA
- Wells Fargo AdvisorsJun 2018 – Aug 2018Lawrenceville, NJ
- McCaffrey's Food MarketsJun 2017 – Aug 2017Newtown, PA
- UnemployedMay 2019 – Nov 2019Yardley, PA
- Charles Schwab & Co., Inc.Sep 2025 – no end date reportedRadnor, PA
- Schwab Wealth Advisory, Inc.Sep 2025 – no end date reportedRadnor, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Mahony Nash has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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