Monica Elena Zamfir
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., IncJul 2025 to now
- American Global Wealth Managment, Inc.Jan 2023 to May 2025
- Cape Investment Advisory, Inc.Jul 2022 to May 2025
- Cape Securities, Inc.Jul 2022 to Dec 2022
- Fidelity InvestmentsJun 2020 to Jun 2022
- TD Ameritrade, Inc.May 2019 to Jun 2020
- Financial Engines Advisors L.L.C.Nov 2018 to May 2019
- Edelman Financial Services, LLCSep 2016 to Nov 2018
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5414679
- Firm CRD
- 159035