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Ali Zaidi

Charles Schwab & Co., Inc.

The Woodlands, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-04
  • TX RA
    APPROVED
    Since 2025-02-04

Branch Locations

1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • 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
Full Time Education Houston TX 02/2014 06/2018
Unemployed Houston TX 06/2018 08/2018
Copperfield Racquet & Health Houston TX 10/2018 03/2019
Jay Finn Cpa Houston TX 05/2021 08/2021
Crowe Llp Houston TX 01/2022 02/2022
Baker Tilly Houston TX 01/2023 02/2023
Full Time Education Houston TX 08/2018 05/2023
Charles Schwab Westlake TX 06/2023 08/2023
Unemployed Houston TX 08/2023 02/2024
Fidelity Investments Sugar Land TX 02/2024 01/2025
Charles Schwab & Co., Inc. The Woodlands TX 01/2025 Present
Charles Schwab Bank, Ssb The Woodlands TX 01/2025 Present
  • 02/2014 → 06/2018
    Full Time Education
    Houston, TX
  • 06/2018 → 08/2018
    Unemployed
    Houston, TX
  • 10/2018 → 03/2019
    Copperfield Racquet & Health
    Houston, TX
  • 05/2021 → 08/2021
    Jay Finn Cpa
    Houston, TX
  • 01/2022 → 02/2022
    Crowe Llp
    Houston, TX
  • 01/2023 → 02/2023
    Baker Tilly
    Houston, TX
  • 08/2018 → 05/2023
    Full Time Education
    Houston, TX
  • 06/2023 → 08/2023
    Charles Schwab
    Westlake, TX
  • 08/2023 → 02/2024
    Unemployed
    Houston, TX
  • 02/2024 → 01/2025
    Fidelity Investments
    Sugar Land, TX
  • 01/2025 → Present
    Charles Schwab & Co., Inc.
    The Woodlands, TX
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    The Woodlands, TX
Previous Registrations
  • 2024-06-06 → 2025-01-27
    Fidelity Personal And Workplace Advisors
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
  • S66 Uniform Combined State Law Examination
    2024-05-30
Other Names
  • Syed A Zaidi

View on SEC IAPD

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JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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