Ayodeji Ogundiya

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 03/2019
  Fidelity Inv
  Dallas, TX
• 07/2018 → 03/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2019 → Present
  Charles Schwab & Co., Inc.
  Oak Brook, IL
• 03/2019 → Present
  Charles Schwab Bank
  Oak Brook, IL

Previous Registrations

• 2018-07-13 → 2019-03-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-03-17 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Highland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2015-03-03
• S63 Uniform Securities Agent State Law Examination
  2013-06-07

Other Names

• Ayo Ogundiya
• Ayo Ogundiya
• Ayodeji Akinwunmi Ogundiya
• Ayo Akinwunmi Ogundiya
• Ayodeji Akinwunmi Ogundiya