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Yousef Alduwairi

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 6757879

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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
TX RA APPROVED 2022-03-31
IN RA APPROVED 2022-01-14
  • TX RA
    APPROVED
    Since 2022-03-31
  • IN RA
    APPROVED
    Since 2022-01-14

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc. Indianapolis IN 02/2017 Present
Fedex Scottsdale AZ 01/2017 02/2017
Triangle Taxi Llc Williamsburg VA 08/2014 11/2016
Schwab Wealth Advisory, Inc. Indianapolis IN 09/2021 Present
  • 02/2017 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2017 → 02/2017
    Fedex
    Scottsdale, AZ
  • 08/2014 → 11/2016
    Triangle Taxi Llc
    Williamsburg, VA
  • 09/2021 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-31
S63 Uniform Securities Agent State Law Examination 2017-11-09
  • S66 Uniform Combined State Law Examination
    2021-08-31
  • S63 Uniform Securities Agent State Law Examination
    2017-11-09

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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