Garrett Bianchi (CRD# 7179023) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Indianapolis, IN | Dec 2022 - Current | < 1 |
| Charles Schwab And Company, Inc. | Indianapolis, IN | Sep 2019 - Current | 4 |
| Crooked Stick Golf Club | Carmel, IN | Apr 2019 - Sep 2019 | < 1 |
| River Pointe Country Club | Hobart, IN | Jun 2015 - Apr 2019 | 3 |
| River Pointe Country Club | Hobart, IN | Jul 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2020 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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