Ahmed Metwaly
Investment adviser representative at Charles Schwab & Co., Inc.
16 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
16 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- UnemployedAug 2024 to Nov 2025
- Goldman SachsJul 2023 to Jul 2024
- Student Association At Suny PlattsburghAug 2022 to May 2023
- Goldman SachsJun 2022 to Aug 2022
- Student Association At Suny PlattsburghAug 2021 to May 2022
- ChartwellsSep 2019 to Aug 2021
- UnemployedJan 2010 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7786674
- Firm CRD
- 5393