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Meryem Messaoudi Moussi

Schwab Wealth Advisory, Inc.

Windermere, FL

CRD 5919963

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
FL RA APPROVED 2015-07-14
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2015-07-14

Branch Locations

Windermere, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Windermere FL 06/2015 Present
Schwab Wealth Advisory, Inc. Windermere FL 06/2015 Present
Walt Disney World Orlando FL 12/2003 12/2017
  • 06/2015 → Present
    Charles Schwab & Co., Inc.
    Windermere, FL
  • 06/2015 → Present
    Schwab Wealth Advisory, Inc.
    Windermere, FL
  • 12/2003 → 12/2017
    Walt Disney World
    Orlando, FL
Previous Registrations
  • 2012-02-15 → 2015-07-02
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-13
  • S66 Uniform Combined State Law Examination
    2012-02-13
Other Names
  • Meryem Messaoudi Moussi
  • Meryem Messaoudi
  • Meryem Meryem Messaoudi
  • Meryem Messaoudi

View on SEC IAPD

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