Samer Rami Kaddoura

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

• 04/2019 → 09/2019
  Jcf Capital Markets, Llc
  Carlsbad, CA
• 08/2021 → 09/2023
  Td Ameritrade
  San Diego, CA
• 09/2019 → 07/2021
  Unemployed
  Los Angeles, CA
• 07/2016 → 04/2019
  Full Time Education
  San Diego, CA
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2026 → Present
  Schwab Wealth Advisory, Inc
  Phoenix, AZ

Previous Registrations

• 2023-02-06 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-04
• S65 Uniform Investment Adviser Law Examination
  2021-02-16