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Adam Fouad Zedan

Charles Schwab & Co., Inc.

Newport Beach, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-05
TX RA APPROVED 2019-11-16
CA RA APPROVED 2018-08-14
  • MD RA
    APPROVED
    Since 2024-12-05
  • TX RA
    APPROVED
    Since 2019-11-16
  • CA RA
    APPROVED
    Since 2018-08-14

Branch Locations

610 Newport Center Drive Suite 150, Newport Beach, CA 92660 • 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
Fidelity Investments Irvine CA 12/2010 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2018
Charles Schwab & Co., Inc. Newport Beach CA 07/2018 Present
Charles Schwab Bank Newport Beach CA 07/2018 Present
  • 12/2010 → 07/2018
    Fidelity Investments
    Irvine, CA
  • 07/2018 → 07/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2018 → Present
    Charles Schwab & Co., Inc.
    Newport Beach, CA
  • 07/2018 → Present
    Charles Schwab Bank
    Newport Beach, CA
Previous Registrations
  • 2018-07-13 → 2018-08-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-01-14 → 2018-07-13
    Strategic Advisers Llc
    Scottsdale, AZ
    Albuquerque, NM
    Henderson, NV
    Scottsdale, AZ
    Irvine, CA
  • 2009-03-12 → 2010-12-16
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2007-05-08 → 2008-12-22
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-11
S63 Uniform Securities Agent State Law Examination 2005-10-10
  • S65 Uniform Investment Adviser Law Examination
    2007-05-11
  • S63 Uniform Securities Agent State Law Examination
    2005-10-10
Designations
Other Names
  • Osama Fouad Zedan
  • Adam F Zedan

View on SEC IAPD

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