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Ammar Majeed Mandhai

Schwab Wealth Advisory, Inc.

Coto De Caza, CA

CRD 7479292

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-23
  • CA RA
    APPROVED
    Since 2026-03-23

Branch Locations

Coto De Caza, CA • 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
Schwab Wealth Advisory, Inc. Irvine CA 12/2025 Present
Charles Schwab & Co., Inc. Irvine CA 04/2021 Present
Roth Staffing Orange CA 01/2021 02/2021
Lewi Business And Estate Planning Costa Mesa CA 12/2020 01/2021
Dominion Los Angeles CA 02/2020 07/2020
City National Bank Los Angeles CA 09/2018 02/2020
The Private Bank Wells Fargo Irvine CA 08/2017 09/2018
Kpmg Llp Los Angeles CA 08/2016 08/2017
Unemployed Rancho Mission Viejo CA 07/2020 12/2020
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Irvine, CA
  • 04/2021 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 01/2021 → 02/2021
    Roth Staffing
    Orange, CA
  • 12/2020 → 01/2021
    Lewi Business And Estate Planning
    Costa Mesa, CA
  • 02/2020 → 07/2020
    Dominion
    Los Angeles, CA
  • 09/2018 → 02/2020
    City National Bank
    Los Angeles, CA
  • 08/2017 → 09/2018
    The Private Bank Wells Fargo
    Irvine, CA
  • 08/2016 → 08/2017
    Kpmg Llp
    Los Angeles, CA
  • 07/2020 → 12/2020
    Unemployed
    Rancho Mission Viejo, CA
Other Businesses

Sanui Properties LLC |Investment-related | 1076 Ironwood Court, Glenview, IL 60025 | Real Estate (Non-Agent/Broker) | Member | Start date 05/02/2017 | Less than 20 hours/month - 0 during trading hours | I don't perform any duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23

View on SEC IAPD

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