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Shayan Ashiq ali Peerwani

Schwab Wealth Advisory, Inc.

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About Shayan Ashiq ali Peerwani

Shayan Peerwani is a financial advisor with Schwab Wealth Advisory, Inc. in Westlake, Texas. Shayan has been in the securities industry for over four years and has experience providing financial advice to both individuals and businesses. Shayan is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Before joining Schwab Wealth Advisory, Inc., Shayan worked for TIAA-CREF Individual & Institutional Services, LLC. Shayan is registered to provide investment advice in over 50 states.

Firm Information

Shayan Peerwani 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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Shayan Peerwani’s Registration & Firm History

TX

05/11/2022 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

09/13/2018 - 03/23/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

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Licenses & Designations

BOTH

Issued 01/06/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shayan Ashiq ali Peerwani.
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