Hussein Essayli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 10/2018
  Pfs Investments Inc
  Upland, CA
• 11/2018 → 03/2023
  Charles Schwab & Co., Inc.
  Seal Beach, CA
• 11/2018 → 03/2023
  Charles Schwab Bank, Ssb
  Seal Beach, CA
• 07/2024 → 08/2025
  Bridgepoint Strategic Partners Llc
  Cypress, CA
• 03/2023 → 08/2025
  Advisor Referral Boost Llc
  Irvine, CA
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Newport Beach, CA
• 08/2025 → Present
  Schwab Wealth Advisory, Inc.
  Newport Beach, CA

Previous Registrations

• 2024-07-24 → 2025-09-09
  Bridgepoint Strategic Partners Llc
  Cypress, CA
• 2019-03-11 → 2023-04-19
  Charles Schwab & Co., Inc.
  Seal Beach, CA
  Brea, CA
  Seal Beach, CA
  Brea, CA
  Seal Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-06
• S65 Uniform Investment Adviser Law Examination
  2019-03-11

Designations

• Certified Financial Planner

Other Names

• Jason Essayli
• Hussein Essayli
• Hussein Ali Essayli