Ahmed Metwaly

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

• 07/2023 → 07/2024
  Goldman Sachs
  Cohoes, NY
• 08/2022 → 05/2023
  Student Association At Suny Plattsburgh
  Plattsburgh, NY
• 08/2021 → 05/2022
  Student Association At Suny Plattsburgh
  Plattsburgh, NY
• 09/2019 → 08/2021
  Chartwells
  Plattsburgh, NY
• 06/2022 → 08/2022
  Goldman Sachs
  Cohoes, NY
• 01/2010 → 07/2021
  Unemployed
  Plattsburgh, NY
• 08/2024 → 11/2025
  Unemployed
  Norfolk, NY
• 12/2025 → Present
  Charles Schwab Bank, Ssb
  Menlo Park, CA
• 12/2025 → Present
  Charles Schwab & Co., Inc.
  Menlo Park, CA

Previous Registrations

• 2024-01-09 → 2024-08-06
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22