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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

MARK JOSEPH CELUSNIAK

Advisor at SCHWAB WEALTH ADVISORY, INC.

Lone Tree, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 21, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 18, 2007
First registration: May 21, 2007
Dual registered: yes, broker-dealer
Other names: JOSEPH MARK CELUSNIAK|MARK JOSEPH CELUSNIAK|MARK JOSEPH CELUSNIAK
IAPD individual key: 5282352

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 23, 2017	n/a	yes	Lone Tree, CO	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jun 13, 2017	no	Greenwood Village, CO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 3, 2009	Jun 1, 2009	no	ENGLEWOOD, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 21, 2007	Apr 15, 2009	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	SCHWAB WEALTH ADVISORY, INC.	Jun 13, 2017	Jun 23, 2017	10	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	CITIGROUP GLOBAL MARKETS INC.	Apr 15, 2009	Apr 3, 2009	-12	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Jun 23, 2017 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jun 13, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 3, 2009 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 21, 2007 to Apr 15, 2009factForm ADV

Dated events

No dated event names this entity yet.