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Hajrudin Rastoder

Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business

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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.

  1. Schwab Wealth Advisory, Inc.Feb 2022 to now
  2. Charles Schwab & Co., Inc.Feb 2021 to now
  3. Wells Fargo Clearing Services, LLCAug 2019 to Feb 2021
  4. Wells Fargo Bank, NADec 2016 to Feb 2021
  5. First Convenience BankApr 2015 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7168776
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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