Joseph Gibalski
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.
Joseph Gibalski is an investment adviser representative with Schwab Wealth Advisory, Inc. in Lone Tree, CO, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 228
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
- Broker:
12 states and territories
Alaska, California, Colorado, Florida, Idaho, Illinois, Maryland, Nevada, New Hampshire, Oregon, Texas, Washington
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.
- Fidelity InvestmentsAug 2021 – Aug 2025Greenwood Village, CO
- UnemployedMay 2021 – Aug 2021Highlands Ranch, CO
- Empower RetirementFeb 2021 – Apr 2021Greenwood Village, CO
- UnemployedJan 2020 – Jan 2021Highlands Ranch, CO
- MWD Trading LLCAug 2018 – Dec 2019Littleton, CO
- Geneva Trading LLCJan 2017 – May 2018Chicago, IL
- Bilsky Trading LLCOct 2014 – Dec 2016Burr Ridge, IL
- Fidelity InvestmentsMar 2025 – Aug 2025Boston, MA
- Charles Schwab & Co., Inc.Aug 2025 – no end date reportedLone Tree, CO
- Schwab Wealth Advisory IncAug 2025 – no end date reportedLone Tree, CO
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
Similar advisors in Lone Tree, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Gibalski 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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