Nadim Aly, financial advisor Westlake TX

Nadim Aly

CRD Number: 6833970
Current Firm: Charles Schwab & Company, Inc.

Nadim Aly (CRD# 6833970) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 2 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Westlake TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management LLC
Similar Advisors
Erik Aaker, financial advisor Westlake TX
Erik Aaker
CRD# 2754150
Td Ameritrade, Inc.
Similar Advisors
Thomas Aarons, financial advisor Westlake TX
Thomas J. Aarons
CRD# 5076833
Td Ameritrade, Inc.
Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Jul 2017 - Current 3
Recsports @ The University Of Texas Austin, TX Nov 2015 - Jul 2017 1
University Of Texas @ Austin Austin, TX Aug 2014 - Jun 2017 2
Recsports @ The University Of Texas Austin, TX Nov 2014 - Nov 2015 1
University Of Texas @ Tyler Tyler, TX Aug 2013 - Jun 2014 < 1
Plano West Senior High Plano, TX Aug 2011 - Jun 2013 1
Lycee Francais Du Caire Cairo, Jan 2007 - Jun 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2018
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Nadim S. Aly
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.