Ammiel David Banayat

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

• 05/2016 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 05/2016 → Present
  Us Army Arizona National Guard
  Coolidge, AZ
• 01/2019 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Other Businesses

(1) Arizona Army National Guard | NOT INVESTMENT-RELATED | 1150 N 4th St, COOLIDGE, AZ 85128 | MILITARY | Captain/Company Commander | 05/11/2016 | HPM VARIES | 0 DURING TRADING HRS | Command or serves as a staff officer of units or activities responsible for explosive ordnance disposal (EOD) operations or control, EOD functions including locating, rendering safe, removing and subsequently disposing and salvaging of unexploded conventional and special explosive ordnance (nuclear, biological and chemical munitions).

Exams

• S66 Uniform Combined State Law Examination
  2019-02-19
• S63 Uniform Securities Agent State Law Examination
  2016-10-24

Designations

• Certified Financial Planner

Other Names

• David Banayat
• Aims Banayat