Cuthbert MbeweCRD Number: 6144332
Current Firm: Schwab Private Client Investment Advisory, Inc.
Cuthbert Mbewe (CRD# 6144332) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Jan 2017 - Current||1|
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2017 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2016 - Jan 2017||< 1|
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Jan 2017||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2014 - Nov 2016||2|
|Scottrade Inc.||Orlando, FL||Jan 2014 - Mar 2014||< 1|
|Bank Of America, N.a.||Jacksonville, FL||Feb 2013 - Nov 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Nov 2012 - Feb 2013||< 1|
|Bank Of America||St Petersburg, FL||Jul 2007 - Nov 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY