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Malka Alzayani

Schwab Wealth Advisory, Inc.

San Francisco, CA

Tysons Corner, VA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-08
VA RA APPROVED 2024-04-11
  • TX RA
    APPROVED
    Since 2024-05-08
  • VA RA
    APPROVED
    Since 2024-04-11

Branch Locations

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

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102 • 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
New York Life Insurance Company Bethesda MD 08/2020 07/2022
N/A Arlington VA 01/2019 07/2020
N/A Washington DC 08/2018 01/2019
Bloomberg Llp New York NY 03/2018 06/2018
N/A New York NY 03/2014 02/2018
Nylife Securities Llc Bethesda MD 08/2020 07/2022
Fidelity Investments New York NY 07/2022 08/2023
Charles Schwab & Co., Inc. Tysons Corner VA 03/2024 Present
Schwab Wealth Advisory, Inc. Tysons Corner VA 03/2024 Present
Fidelity Investments Mclean VA 08/2023 03/2024
  • 08/2020 → 07/2022
    New York Life Insurance Company
    Bethesda, MD
  • 01/2019 → 07/2020
    N/A
    Arlington, VA
  • 08/2018 → 01/2019
    N/A
    Washington, DC
  • 03/2018 → 06/2018
    Bloomberg Llp
    New York, NY
  • 03/2014 → 02/2018
    N/A
    New York, NY
  • 08/2020 → 07/2022
    Nylife Securities Llc
    Bethesda, MD
  • 07/2022 → 08/2023
    Fidelity Investments
    New York, NY
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 03/2024 → Present
    Schwab Wealth Advisory, Inc.
    Tysons Corner, VA
  • 08/2023 → 03/2024
    Fidelity Investments
    Mclean, VA
Previous Registrations
  • 2022-10-07 → 2024-03-19
    Fidelity Personal And Workplace Advisors
    New York, NY
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-27
  • S66 Uniform Combined State Law Examination
    2022-09-27

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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