Hussein Essayli
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2025 to now
- Charles Schwab & Co., Inc.Aug 2025 to now
- Bridgepoint Strategic Partners LLCJul 2024 to Aug 2025
- Advisor Referral Boost LLCMar 2023 to Aug 2025
- Charles Schwab & Co., Inc.Nov 2018 to Mar 2023
- Charles Schwab Bank, SsbNov 2018 to Mar 2023
- Pfs Investments IncAug 2015 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6583077
- Firm CRD
- 159035