Samer Rami Kaddoura
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Aug 2023 to now
- TD AmeritradeAug 2021 to Sep 2023
- UnemployedSep 2019 to Jul 2021
- Jcf Capital Markets, LLCApr 2019 to Sep 2019
- Full Time EducationJul 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7427159
- Firm CRD
- 159035