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Haider Salam Yousif

Schwab Wealth Advisory, Inc.

Saint Louis, MO

CRD 6904975

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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
MO RA APPROVED 2023-06-05
  • MO RA
    APPROVED
    Since 2023-06-05

Branch Locations

Saint Louis, MO • 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
University Of Missouri-St Louis St Louis MO 08/2014 12/2016
Midwest Best Produce St Louis MO 03/2016 03/2017
Enterprise Holdings St Louis MO 03/2017 11/2017
Td Ameritrade St Louis MO 02/2018 07/2019
Edward Jones St Louis MO 07/2019 05/2023
Charles Schwab & Co., Inc. St. Louis MO 05/2023 Present
Schwab Wealth Advisory, Inc. St. Louis MO 05/2023 Present
  • 08/2014 → 12/2016
    University Of Missouri-St Louis
    St Louis, MO
  • 03/2016 → 03/2017
    Midwest Best Produce
    St Louis, MO
  • 03/2017 → 11/2017
    Enterprise Holdings
    St Louis, MO
  • 02/2018 → 07/2019
    Td Ameritrade
    St Louis, MO
  • 07/2019 → 05/2023
    St Louis, MO
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    St. Louis, MO
  • 05/2023 → Present
    St. Louis, MO
Previous Registrations
  • 2021-06-09 → 2023-05-02
    St Louis, MO
    St Louis, MO
    Saint Louis, MO
    St. Louis, MO
Other Businesses

1) FINRA | Investment Related:No|Financial Services|Arbitrator|2/26/2022|Less than 20|0|My role as an Arbitrator is a voluntary contractual position. From time to time, I may be contacted by FINRA to sit in on an arbitration panel to listen to opposing party's argument regarding financial disputes. I am paid an honorarium of around $600 per day when sitting on a panel.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-08
S63 Uniform Securities Agent State Law Examination 2018-05-15
  • S66 Uniform Combined State Law Examination
    2021-06-08
  • S63 Uniform Securities Agent State Law Examination
    2018-05-15

View on SEC IAPD

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