Zemen Mekonnen Mengesha
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 BankMay 2026 to now
- Charles Schwab Premier BankMay 2026 to now
- Charles Schwab Trust BankMay 2026 to now
- Charles Schwab & Co., Inc.Jan 2024 to now
- Year Up UnitedJun 2023 to Dec 2023
- Portfolio Resident ServicesFeb 2023 to Jun 2023
- Ovid GroupDec 2021 to Jan 2023
- Addis ZeybeApr 2020 to Nov 2021
- StudentJan 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7784193
- Firm CRD
- 5393