Justin Atyia
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab BankDec 2025 to now
- Triad Vacation RentalsJun 2025 to Aug 2025
- NintexNov 2024 to Dec 2025
- Nai Red (formerly Nai Sullivan Group)Jun 2024 to Nov 2024
- Baker Wealth Strategies LLCNov 2022 to May 2024
- JP Morgan Chase & Co.Jul 2022 to Nov 2022
- UnemployedJun 2022 to Jul 2022
- Northwestern MutualJan 2020 to Jul 2020
- Full Time EducationAug 2018 to May 2022
- Oaktree NationalMar 2017 to Jun 2018
- Full Time EducationAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OK).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7201657
- Firm CRD
- 5393