Samuel Christson Engulu
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.May 2026 to now
- Charles Schwab & Co., Inc.Jan 2022 to now
- UnemployedSep 2021 to Dec 2021
- Fidelity InvestmentsJun 2021 to Aug 2021
- Home Depot Inc.Jan 2018 to May 2021
- UnemployedAug 2017 to Dec 2017
- Williamson-dickie Mfg. Co.May 2017 to Jul 2017
- Walmart SupercenterFeb 2017 to Mar 2017
- DqDec 2016 to Feb 2017
- UnemployedSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7497961
- Firm CRD
- 159035