Nikolaus Joel Lancaster
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.
Nikolaus Joel Lancaster is an investment adviser representative in Tampa, FL, currently registered with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. They have worked in the securities industry since 2023. They have passed 4 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 Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- Vineyard VinesMay 2019 – Jan 2020Cincinnati, OH
- The PhoenixOct 2019 – Mar 2020Cincinnati, OH
- Marigold CateringMay 2018 – Sep 2018Cleveland, OH
- Panera BreadMay 2017 – Sep 2017WIlmington, MA
- Charles Schwab & CO., INC.Nov 2022 – no end date reportedPlano, TX
- UnemployedAug 2022 – Nov 2022Dallas, TX
- Full-Time EducationAug 2020 – Aug 2022Irving, TX
- UnemployedMar 2020 – Aug 2020Dallas, TX
- UnemployedSep 2018 – May 2019Cleveland, OH
- Full-Time EducationAug 2016 – May 2020Cincinnati, OH
- UnemployedJun 2016 – May 2017Cleveland, OH
- Schwab Wealth Advisory IncJan 2026 – no end date reportedPlano, TX
Official records & sources
Data as of June 29, 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. Nikolaus Joel Lancaster 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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