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Moosah Dowlatabadi

Schwab Wealth Advisory, Inc.

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About Moosah Dowlatabadi

Moosah Dowlatabadi is a financial advisor with Schwab Wealth Advisory, Inc. Moosah Dowlatabadi has been in the financial services industry since December 21, 2018. Moosah Dowlatabadi is registered with FINRA and the state of Georgia. Moosah Dowlatabadi specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Moosah Dowlatabadi is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Moosah Dowlatabadi’s Registration & Firm History

GA

08/28/2024 - Present

Schwab Wealth Advisory, Inc. (Atlanta GA)

GA

04/28/2016 - 07/27/2018

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 05/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Moosah Dowlatabadi.
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