Aidan Paul Sowry

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

• 06/2020 → 09/2020
  Jersey Mike's Subs
  San Antonio, TX
• 05/2022 → 09/2022
  National Financial Alliance
  San Antonio, TX
• 05/2023 → 08/2023
  Streetwise Retail Advisors
  Houston, TX
• 06/2021 → 08/2021
  Camp Young Judaea
  Woodcreek, TX
• 05/2019 → 09/2019
  Virtuoso Builders
  San Antonio, TX
• 08/2023 → 05/2024
  Full Time Education
  Clemson, SC
• 08/2022 → 05/2023
  Full Time Education
  Clemson, SC
• 08/2021 → 05/2022
  Full Time Education
  Clemson, SC
• 08/2020 → 05/2021
  Full Time Education
  Clemson, SC
• 08/2019 → 06/2020
  Full Time Education
  San Antonio, TX
• 08/2016 → 06/2019
  Full Time Education
  San Antonio, TX
• 06/2024 → Present
  Charles Schwab & Co., Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-08-05
• S63 Uniform Securities Agent State Law Examination
  2024-10-23