Hajrudin Rastoder

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

• 12/2016 → 02/2021
  Wells Fargo Bank, Na
  Dallas, TX
• 08/2019 → 02/2021
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 04/2015 → 12/2016
  First Convenience Bank
  Plano, TX
• 06/2016 → 10/2016
  Walmart Pharmacy
  Carrollton, TX
• 02/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 02/2022 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Previous Registrations

• 2020-01-13 → 2022-02-16
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Dallas, TX
  Mckinney, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-13
• S63 Uniform Securities Agent State Law Examination
  2019-12-19

Other Names

• Rudy Rastoder
• Hajrudin Rastoder