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Rohey Sillah

Charles Schwab & CO., Inc.

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About Rohey Sillah

Rohey Sillah is a financial advisor currently working for Charles Schwab & CO., Inc.. Rohey Sillah has been in the financial industry since 2015. Rohey Sillah holds Series 7TO, Series 66 and SIE licenses. Rohey Sillah is registered in Arizona, Arkansas, Colorado, Florida, Georgia, Missouri, New Mexico, Oklahoma, Texas and Washington. Rohey Sillah is also a registered investment advisor in Texas. Rohey Sillah can provide services such as financial planning, wrap fee program sponsor and financial planning advisor referral program. Rohey Sillah's previous employment includes 4Life Wealth Management, Gracechurch Wealth Management, Perspective Financial Management, Rothesay Intelligent Financial Services, Edward Jones and Unemployed.

Firm Information

Rohey Sillah is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Rohey Sillah’s Registration & Firm History

TX

11/25/2024 - Present

Charles Schwab & CO., Inc. (Westlake TX)

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Licenses & Designations

BOTH

Issued 03/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Rohey Sillah. Review regulatory record here.
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