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Azis Fejzullaj

Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 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.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

11 years in the industry.

  1. Charles Schwab & Co., Inc.Jan 2026 to now
  2. Charles Schwab Bank, SsbJan 2026 to now
  3. Deutsche Bank Securities Inc.Jul 2024 to Dec 2025
  4. FinraApr 2024 to Jan 2026
  5. Bjs Wholesale ClubApr 2020 to Jun 2020
  6. Fidelity InvestmentsJun 2018 to May 2024
  7. Suny Binghamton UniversitySep 2015 to Jun 2018

Designations

  • CFP® certification

Exams passed

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

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

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
7329651
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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