Steven Ali Namvar
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 & Co., Inc.Aug 2024 to now
- Charles Schwab Bank, SsbAug 2024 to now
- Mercedes Benz of EscondidoMar 2024 to Aug 2024
- Sales Partnership IncDec 2023 to Feb 2024
- UnemployedAug 2023 to Nov 2023
- Spurs On First AveApr 2023 to Jul 2023
- Namvar Pro's IncMay 2022 to Aug 2022
- Full Time EducationJan 2014 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7962943
- Firm CRD
- 5393